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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
TSM icon
26
TSMC
TSM
$2.22T
$933K 0.92%
2,761
-7
META icon
27
Meta Platforms (Facebook)
META
$1.48T
$882K 0.87%
1,541
-413
SCHO icon
28
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$853K 0.84%
35,145
-8,027
CSCO icon
29
Cisco
CSCO
$474B
$808K 0.8%
10,420
+548
GTO icon
30
Invesco Total Return Bond ETF
GTO
$2.31B
$795K 0.79%
16,968
-1,367
TSLA icon
31
Tesla
TSLA
$1.49T
$776K 0.77%
2,087
+33
VGSH icon
32
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$706K 0.7%
12,055
-4,075
LRCX icon
33
Lam Research
LRCX
$409B
$633K 0.63%
+2,964
MU icon
34
Micron Technology
MU
$1.06T
$589K 0.58%
+1,742
PLTR icon
35
Palantir
PLTR
$317B
$555K 0.55%
3,791
+207
LGLV icon
36
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.12B
$532K 0.53%
2,988
-7
AMD icon
37
Advanced Micro Devices
AMD
$775B
$501K 0.49%
2,461
+915
BUFR icon
38
FT Vest Fund of Buffer ETFs
BUFR
$9.55B
$494K 0.49%
14,623
MMIT icon
39
IQ MacKay Municipal Intermediate ETF
MMIT
$1.45B
$481K 0.48%
19,970
VCSH icon
40
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.3B
$419K 0.41%
5,289
+407
GE icon
41
GE Aerospace
GE
$345B
$344K 0.34%
1,212
+320
AGQ icon
42
ProShares Ultra Silver
AGQ
$1.38B
$264K 0.26%
2,211
T icon
43
AT&T
T
$158B
$256K 0.25%
+8,843
WMT icon
44
Walmart Inc
WMT
$946B
$251K 0.25%
2,022
+134
LQD icon
45
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.4B
$220K 0.22%
2,020
-6
RVNU icon
46
Xtrackers Municipal Infrastructure Revenue Bond ETF
RVNU
$139M
$207K 0.2%
8,400
IGBH icon
47
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
$195M
$202K 0.2%
8,359
-2,993
DHY
48
Credit Suisse High Yield Credit Fund
DHY
$240M
$19K 0.02%
10,000
ADI icon
49
Analog Devices
ADI
$197B
– –
-807
LLY icon
50
Eli Lilly
LLY
$1.02T
– –
-211
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