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
201
$1.56M 0.1%
19,332
-192
202
$1.54M 0.09%
42,609
+548
203
$1.53M 0.09%
13,385
-260
204
$1.52M 0.09%
9,279
-146
205
$1.52M 0.09%
5,687
-54
206
$1.51M 0.09%
21,048
-180
207
$1.51M 0.09%
4,949
-82
208
$1.51M 0.09%
23,908
+737
209
$1.49M 0.09%
1,682
-428
210
$1.47M 0.09%
7,131
-156
211
$1.45M 0.09%
1,623
-30
212
$1.42M 0.09%
+17,841
213
$1.41M 0.09%
11,709
-1,298
214
$1.41M 0.09%
58,135
-368
215
$1.39M 0.08%
17,485
+349
216
$1.38M 0.08%
44,992
-370
217
$1.37M 0.08%
52,289
-93
218
$1.35M 0.08%
11,874
-828
219
$1.34M 0.08%
37,326
-789
220
$1.32M 0.08%
21,625
-4,563
221
$1.3M 0.08%
4,740
-283
222
$1.3M 0.08%
57,302
-7,269
223
$1.29M 0.08%
96,362
+2,775
224
$1.27M 0.08%
617
+2
225
$1.26M 0.08%
+29,183
7 8
9
10 11