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
151
$2.5M 0.15%
5,067
-2,370
152
$2.47M 0.15%
53,428
+1,670
153
$2.46M 0.15%
2,777
+3
154
$2.43M 0.15%
53,061
+467
155
$2.43M 0.15%
24,740
+8,349
156
$2.41M 0.15%
218,820
+61,296
157
$2.4M 0.15%
28,728
+1,744
158
$2.35M 0.14%
41,750
-6,154
159
$2.34M 0.14%
8,276
+262
160
$2.32M 0.14%
+87,054
161
$2.29M 0.14%
21,270
+544
162
$2.27M 0.14%
28,212
+10
163
$2.26M 0.14%
58,715
+1,400
164
$2.24M 0.14%
20,286
+235
165
$2.22M 0.14%
7,825
-63
166
$2.16M 0.13%
19,847
-850
167
$2.12M 0.13%
23,053
-10,663
168
$2.09M 0.13%
29,670
-165
169
$2.08M 0.13%
55,500
+4,127
170
$2.06M 0.13%
34,783
-1,975
171
$2.06M 0.13%
76,736
+812
172
$2.05M 0.12%
45,852
+4,473
173
$2.04M 0.12%
43,016
-6,420
174
$2.03M 0.12%
20,519
+2,162
175
$2.01M 0.12%
38,643
+2,405
5 6
7
8 9