VCWM

Vista Cima Wealth Management Portfolio holdings

AUM $120M
1-Year Est. Return 16.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$279K
2
+$196K
3
+$194K
4
LHX icon
L3Harris
LHX
+$193K
5
AAPL icon
Apple
AAPL
+$184K

Top Sells

1
+$33K
2
+$29.1K
3
+$23.2K
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$21.4K
5
TSLA icon
Tesla
TSLA
+$14.8K

Sector Composition

1 Technology 21.2%
2 Consumer Discretionary 2.98%
3 Communication Services 2.24%
4 Financials 0.96%
5 Consumer Staples 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$892K 0.83%
4,078
-53
27
$891K 0.83%
15,151
+174
28
$844K 0.79%
18,002
+8
29
$789K 0.74%
3,835
+15
30
$733K 0.69%
2,308
-49
31
$629K 0.59%
9,066
+173
32
$568K 0.53%
2,081
+54
33
$554K 0.52%
1,797
-18
34
$532K 0.5%
3,044
35
$476K 0.45%
19,970
36
$472K 0.44%
14,857
37
$460K 0.43%
5,939
+340
38
$366K 0.34%
4,606
+77
39
$269K 0.25%
256
+2
40
$264K 0.25%
3,919
-13
41
$264K 0.25%
744
-3
42
$260K 0.24%
2,814
+80
43
$259K 0.24%
10,732
+316
44
$256K 0.24%
2,618
-40
45
$250K 0.23%
475
+1
46
$246K 0.23%
437
-4
47
$230K 0.21%
+892
48
$223K 0.21%
2,036
49
$211K 0.2%
+840
50
$210K 0.2%
573
+7
1
2
3