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
176
$2M 0.12%
13,778
-185
177
$1.99M 0.12%
39,427
-4,819
178
$1.97M 0.12%
11,577
-432
179
$1.96M 0.12%
26,039
-135
180
$1.95M 0.12%
16,690
+82
181
$1.95M 0.12%
8,017
+68
182
$1.93M 0.12%
88,113
+22,996
183
$1.93M 0.12%
9,320
-394
184
$1.92M 0.12%
41,244
-54,043
185
$1.91M 0.12%
53,022
-194
186
$1.91M 0.12%
605
187
$1.81M 0.11%
17,298
+1,351
188
$1.77M 0.11%
44,604
-536
189
$1.76M 0.11%
21,470
+377
190
$1.76M 0.11%
35,940
-1,069
191
$1.74M 0.11%
+32,786
192
$1.71M 0.1%
11,279
-87
193
$1.7M 0.1%
40,744
-43,417
194
$1.69M 0.1%
18,129
-2,570
195
$1.68M 0.1%
47,715
-2,948
196
$1.66M 0.1%
58,017
+7,850
197
$1.64M 0.1%
20,728
-437
198
$1.6M 0.1%
19,271
+2,488
199
$1.57M 0.1%
51,677
+11,744
200
$1.57M 0.1%
17,322
-424
6 7
8
9 10