VCWM
Vista Cima Wealth Management Portfolio holdings
AUM
$107M
1 Year Est. Return
–
AUM
$107M
AUM Growth
+$14.1M
(+15%)
Holding
53
Top Buys
| 1 | +$308K | |
| 2 | +$230K | |
| 3 | +$211K | |
| 4 |
Philip Morris
PM
|
+$206K |
| 5 |
Apple
AAPL
|
+$187K |
Top Sells
| 1 | +$34.9K | |
| 2 | +$33.3K | |
| 3 | +$23.3K | |
| 4 |
iShares Agency Bond ETF
AGZ
|
+$21.5K |
| 5 |
Tesla
TSLA
|
+$15.6K |
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 | |
|---|---|---|---|---|---|---|
|
51
Philip Morris
PM
$246B
| $206K | 0.19% |
+1,132
|
|
||
52
Xtrackers Municipal Infrastructure Revenue Bond ETF
RVNU
$136M
| $202K | 0.19% |
8,400
|
|
||
|
DHY
53
Credit Suisse High Yield Credit Fund
DHY
$211M
| $21.3K | 0.02% |
10,000
|
|