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
126
$3.01M 0.18%
18,011
+172
127
$2.98M 0.18%
5,189
-554
128
$2.96M 0.18%
57,976
-8,065
129
$2.94M 0.18%
17,751
+172
130
$2.89M 0.18%
58,558
+376
131
$2.87M 0.17%
102,232
-22
132
$2.86M 0.17%
12,931
+1,076
133
$2.83M 0.17%
31,019
-170
134
$2.82M 0.17%
124,638
+444
135
$2.8M 0.17%
80,932
+5,126
136
$2.78M 0.17%
+47,017
137
$2.73M 0.17%
17,724
-475
138
$2.73M 0.17%
35,559
-4,993
139
$2.72M 0.17%
53,710
-88
140
$2.71M 0.16%
19,073
-564
141
$2.71M 0.16%
105,081
+9,594
142
$2.66M 0.16%
84,363
+8,248
143
$2.65M 0.16%
31,661
-17,255
144
$2.63M 0.16%
49,725
-3,793
145
$2.59M 0.16%
55,295
-3,263
146
$2.58M 0.16%
115,357
-307
147
$2.55M 0.16%
54,090
+16,813
148
$2.54M 0.15%
119,005
+138
149
$2.51M 0.15%
34,422
-3,455
150
$2.51M 0.15%
11,486
-260
4 5
6
7 8