VCWM

Vista Cima Wealth Management Portfolio holdings

AUM $120M
1-Year Est. Return 18.67%
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.9M
AUM Growth
-$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.03M
3
+$512K
4
MRVL icon
Marvell Technology
MRVL
+$345K
5
TSLA icon
Tesla
TSLA
+$322K

Top Sells

1
+$1.01M
2
+$757K
3
+$430K
4
AVGO icon
Broadcom
AVGO
+$316K
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$286K

Sector Composition

1 Technology 19.29%
2 Consumer Discretionary 2.93%
3 Communication Services 2.09%
4 Financials 1.06%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$879K 0.95%
14,977
+1,395
27
$844K 0.91%
17,994
+1,301
28
$611K 0.66%
2,357
+1,241
29
$608K 0.65%
764
+88
30
$578K 0.62%
4,131
+106
31
$549K 0.59%
8,893
-467
32
$544K 0.59%
2,027
33
$530K 0.57%
3,044
-120
34
$479K 0.52%
19,970
35
$462K 0.5%
1,815
+104
36
$441K 0.47%
14,857
-111
37
$358K 0.38%
4,529
+415
38
$345K 0.37%
+5,599
39
$267K 0.29%
+3,932
40
$262K 0.28%
747
+82
41
$252K 0.27%
2,734
+354
42
$250K 0.27%
10,416
+1,033
43
$242K 0.26%
441
-7
44
$241K 0.26%
474
-19
45
$240K 0.26%
+254
46
$233K 0.25%
2,658
-146
47
$221K 0.24%
2,036
48
$207K 0.22%
566
+9
49
$207K 0.22%
8,400
50
$21.2K 0.02%
10,000
1
2
3