VCWM
Vista Cima Wealth Management Portfolio holdings
AUM
$107M
This Quarter Return
+3.16%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$96.2M
AUM Growth
–
Cap. Flow
+$96.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.71%
Holding
49
New
49
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$12.4M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$10.2M |
| 3 |
NVIDIA
NVDA
|
$5.81M |
| 4 |
Apple
AAPL
|
$5.67M |
| 5 |
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% |
