VWA

Visionary Wealth Advisors Portfolio holdings

AUM $1.96B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$6.55M
3
+$3.37M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$3.31M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$2.81M

Top Sells

1
+$13M
2
+$3.78M
3
+$2.52M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.51M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.4M

Sector Composition

1 Technology 11.77%
2 Industrials 5.72%
3 Consumer Staples 4.38%
4 Financials 3.7%
5 Healthcare 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$253K 0.02%
4,644
-371
477
$252K 0.02%
8,898
478
$251K 0.02%
5,490
+12
479
$248K 0.02%
+3,693
480
$248K 0.02%
401
-22
481
$245K 0.01%
1,490
482
$244K 0.01%
6,612
-16
483
$241K 0.01%
+1,047
484
$240K 0.01%
+1,756
485
$240K 0.01%
2,047
-7
486
$238K 0.01%
1,336
-55
487
$236K 0.01%
6,804
488
$233K 0.01%
11,482
+43
489
$232K 0.01%
4,472
+66
490
$230K 0.01%
+3,639
491
$228K 0.01%
1,762
-334
492
$227K 0.01%
+1,830
493
$225K 0.01%
+8,415
494
$224K 0.01%
+7,890
495
$221K 0.01%
4,969
-327
496
$221K 0.01%
7,027
+14
497
$217K 0.01%
1,815
-15
498
$217K 0.01%
+7,701
499
$215K 0.01%
+8,272
500
$213K 0.01%
5,600
18 19
20
21 22