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
101
$4.17M 0.25%
100,017
+1,415
102
$4.17M 0.25%
7,106
-136
103
$4.1M 0.25%
74,713
+34,426
104
$4.03M 0.25%
78,903
-1,655
105
$4.01M 0.24%
90,990
+5,018
106
$4.01M 0.24%
78,059
+862
107
$3.98M 0.24%
51,028
-295
108
$3.92M 0.24%
195,871
+1,199
109
$3.92M 0.24%
61,108
-10,812
110
$3.73M 0.23%
90,123
+3,655
111
$3.69M 0.22%
69,898
+8,244
112
$3.68M 0.22%
16,732
-60
113
$3.56M 0.22%
36,440
+186
114
$3.47M 0.21%
112,480
+9,638
115
$3.46M 0.21%
139,029
-12,852
116
$3.43M 0.21%
39,089
+21,539
117
$3.36M 0.2%
9,872
-101
118
$3.33M 0.2%
173,584
+665
119
$3.28M 0.2%
89,100
-10,276
120
$3.27M 0.2%
12,571
-121
121
$3.25M 0.2%
120,345
+1,199
122
$3.17M 0.19%
34,947
+389
123
$3.14M 0.19%
18,809
+34
124
$3.08M 0.19%
59,299
+3,110
125
$3.06M 0.19%
62,124
+17,283
3 4
5
6 7