We are live on ! Find out more
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
$120M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$673K
2
+$663K
3
+$659K
4
KO icon
Coca-Cola
KO
+$654K
5
MDLZ icon
Mondelez International
MDLZ
+$653K

Top Sells

1
+$4.57M
2
+$2.36M
3
+$1.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$958K
5
AMZN icon
Amazon
AMZN
+$849K

Sector Composition

1 Technology 11.4%
2 Financials 3.38%
3 Consumer Discretionary 2.96%
4 Consumer Staples 2.63%
5 Utilities 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$884K 0.74%
2,589
+1,845
27
$882K 0.74%
1,551
+1,114
28
$877K 0.73%
14,037
+10,118
29
$870K 0.73%
18,320
+318
30
$789K 0.66%
1,621
+1,146
31
$768K 0.64%
+2,225
32
$746K 0.62%
7,239
+4,621
33
$722K 0.6%
1,782
+1,209
34
$718K 0.6%
2,351
+1,511
35
$680K 0.57%
+9,014
36
$677K 0.56%
+2,757
37
$665K 0.55%
+13,815
38
$657K 0.55%
+5,308
39
$654K 0.54%
+862
40
$642K 0.53%
+2,111
41
$631K 0.53%
+9,509
42
$623K 0.52%
+26,354
43
$603K 0.5%
+4,593
44
$600K 0.5%
+3,121
45
$597K 0.5%
+3,545
46
$558K 0.46%
759
-918
47
$541K 0.45%
3,036
-8
48
$505K 0.42%
+2,966
49
$490K 0.41%
14,667
-190
50
$485K 0.4%
19,970
1
2
3 4