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
51
$8.88M 0.54%
123,525
-8,945
52
$8.87M 0.54%
67,516
+6,659
53
$8.87M 0.54%
98,323
-9,708
54
$8.8M 0.54%
195,863
+8,085
55
$8.66M 0.53%
14,822
-532
56
$8.63M 0.53%
664,298
+65,132
57
$8.56M 0.52%
101,316
-17,263
58
$8.52M 0.52%
233,749
-50
59
$8.39M 0.51%
26,030
-470
60
$8.19M 0.5%
67,617
+1,991
61
$8.09M 0.49%
196,313
+10,553
62
$8.08M 0.49%
47,524
+2,870
63
$7.98M 0.49%
20,791
-327
64
$7.89M 0.48%
284,934
-942
65
$7.76M 0.47%
29,400
-151
66
$7.68M 0.47%
81,199
+329
67
$7.65M 0.47%
27,658
+877
68
$7.49M 0.46%
183,200
+22,930
69
$7.44M 0.45%
295,902
-515,952
70
$7.43M 0.45%
110,910
+18,044
71
$7.3M 0.44%
101,605
-164
72
$7.24M 0.44%
59,772
+6,148
73
$7.16M 0.44%
117,157
+46,040
74
$7.09M 0.43%
70,447
+24,033
75
$6.56M 0.4%
232,812
-39
1 2
3
4 5