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
501
$213K 0.01%
+5,238
502
$211K 0.01%
1,912
-403
503
$211K 0.01%
27,790
-450
504
$211K 0.01%
+3,368
505
$211K 0.01%
33,722
-173
506
$210K 0.01%
+2,969
507
$210K 0.01%
+705
508
$210K 0.01%
+796
509
$209K 0.01%
+1,766
510
$206K 0.01%
5,289
-5,252
511
$206K 0.01%
3,598
-218
512
$206K 0.01%
+2,875
513
$204K 0.01%
+7,863
514
$204K 0.01%
+1,119
515
$203K 0.01%
3,515
-759
516
$202K 0.01%
+8,130
517
$201K 0.01%
+6,668
518
$201K 0.01%
+1,950
519
$199K 0.01%
+11,161
520
$134K 0.01%
10,500
-1,278
521
$121K 0.01%
35,000
522
$120K 0.01%
+12,105
523
$113K 0.01%
17,310
524
$112K 0.01%
14,276
+30
525
$71.9K ﹤0.01%
10,500
19 20
21
22 23