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
76
$6.35M 0.39%
31,622
+778
77
$6.29M 0.38%
61,328
-1,780
78
$6.1M 0.37%
210,850
-2,019
79
$5.9M 0.36%
94,208
+12,554
80
$5.89M 0.36%
219,852
-5,127
81
$5.82M 0.35%
22,231
-840
82
$5.75M 0.35%
59,931
+831
83
$5.7M 0.35%
115,408
+61
84
$5.66M 0.34%
64,472
+802
85
$5.56M 0.34%
130,882
+49,884
86
$5.41M 0.33%
186,278
+115,842
87
$5.31M 0.32%
22,385
-3,482
88
$5.26M 0.32%
9,181
-263
89
$5.22M 0.32%
83,276
-598
90
$5.02M 0.31%
119,591
+686
91
$4.69M 0.29%
123,103
+9,742
92
$4.62M 0.28%
87,244
+13
93
$4.6M 0.28%
59,894
-411
94
$4.54M 0.28%
9,294
-762
95
$4.5M 0.27%
14,317
-1,130
96
$4.45M 0.27%
72,308
-366
97
$4.45M 0.27%
95,224
+11,903
98
$4.36M 0.27%
15,447
-531
99
$4.31M 0.26%
39,435
+441
100
$4.26M 0.26%
58,812
+11,083
2 3
4
5 6