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VCWM

Vista Cima Wealth Management Portfolio holdings

AUM $101M
1-Year Est. Return 21.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.45M
3
+$2.12M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.1M
5
SGVT
Schwab Government Money Market ETF
SGVT
+$1.58M

Top Sells

1
+$16.3M
2
+$2.39M
3
+$1.7M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.44M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.39M

Sector Composition

1 Technology 22.27%
2 Communication Services 2.66%
3 Consumer Discretionary 2.21%
4 Industrials 0.34%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHG icon
1
Schwab US Large-Cap Growth ETF
SCHG
$58.4B
$11.6M 11.47%
398,745
-76,788
SPDW icon
2
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$7.15M 7.07%
156,718
+52,291
NVDA icon
3
NVIDIA
NVDA
$5.04T
$6.69M 6.61%
38,359
-17
IEFA icon
4
iShares Core MSCI EAFE ETF
IEFA
$183B
$6.43M 6.35%
71,011
+38,847
AAPL icon
5
Apple
AAPL
$4.27T
$5.31M 5.24%
20,920
-491
SMLF icon
6
iShares US Small Cap Equity Factor ETF
SMLF
$3.92B
$4.51M 4.45%
59,707
-3,686
VO icon
7
Vanguard Mid-Cap ETF
VO
$103B
$4.35M 4.3%
60,608
-18,232
MSFT icon
8
Microsoft
MSFT
$3T
$4.15M 4.1%
11,221
+42
DGRO icon
9
iShares Core Dividend Growth ETF
DGRO
$40.7B
$3.91M 3.87%
55,765
-23,679
SCHD icon
10
Schwab US Dividend Equity ETF
SCHD
$95.3B
$3.68M 3.64%
120,093
-47,556
ROUS icon
11
Hartford Multifactor US Equity ETF
ROUS
$636M
$3.66M 3.62%
62,051
-5,586
XMHQ icon
12
Invesco S&P MidCap Quality ETF
XMHQ
$5.33B
$3.49M 3.45%
33,804
-13,109
SPMO icon
13
Invesco S&P 500 Momentum ETF
SPMO
$19.6B
$3.25M 3.21%
29,025
+7,585
XMMO icon
14
Invesco S&P MidCap Momentum ETF
XMMO
$7.37B
$2.68M 2.65%
18,494
+5,940
AVGO icon
15
Broadcom
AVGO
$1.86T
$2.37M 2.34%
7,653
+146
VWO icon
16
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$2.05M 2.02%
+37,899
IEMG icon
17
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$2.03M 2.01%
+29,161
AGZ icon
18
iShares Agency Bond ETF
AGZ
$549M
$1.82M 1.8%
16,581
-1,734
JPST icon
19
JPMorgan Ultra-Short Income ETF
JPST
$38.7B
$1.76M 1.73%
34,678
-5,143
ICSH icon
20
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.58B
$1.63M 1.62%
32,298
-5,773
SGVT
21
Schwab Government Money Market ETF
SGVT
$718M
$1.58M 1.56%
+15,714
GOOGL icon
22
Alphabet (Google) Class A
GOOGL
$4.44T
$1.56M 1.54%
5,421
+1,484
AMZN icon
23
Amazon
AMZN
$2.63T
$1.46M 1.45%
7,032
-2,922
BSTP icon
24
Innovator Buffer Step-Up Strategy ETF
BSTP
$59.2M
$1.18M 1.17%
32,861
-4,317
BIV icon
25
Vanguard Intermediate-Term Bond ETF
BIV
$28.6B
$1.16M 1.14%
15,013
-1,244
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