VCWM

Vista Cima Wealth Management Portfolio holdings

AUM $107M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.2M
3
+$5.81M
4
AAPL icon
Apple
AAPL
+$5.67M
5
MSFT icon
Microsoft
MSFT
+$4.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.78%
2 Consumer Discretionary 2.94%
3 Communication Services 2.51%
4 Financials 0.72%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$790K 0.82%
+13,582
27
$775K 0.81%
+16,693
28
$717K 0.74%
+676
29
$678K 0.7%
+2,027
30
$671K 0.7%
+4,025
31
$554K 0.58%
+9,360
32
$523K 0.54%
+3,164
33
$514K 0.53%
+1,711
34
$479K 0.5%
+19,970
35
$456K 0.47%
+14,968
36
$451K 0.47%
+1,116
37
$430K 0.45%
+3,556
38
$321K 0.33%
+4,114
39
$253K 0.26%
+2,804
40
$246K 0.26%
+493
41
$236K 0.25%
+448
42
$228K 0.24%
+9,383
43
$221K 0.23%
+2,380
44
$218K 0.23%
+2,036
45
$217K 0.23%
+557
46
$212K 0.22%
+8,400
47
$211K 0.22%
+728
48
$210K 0.22%
+665
49
$21.4K 0.02%
+10,000
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