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VCWM
Vista Cima Wealth Management Portfolio holdings
AUM
$101M
1-Year Est. Return
21.15%
This Fund
S&P 500
1 Year Est. Return
+21.15%
AUM
$101M
AUM Growth
-$18.7M
(-16%)
Holding
57
Top Buys
| 1 | +$3.63M | |
| 2 | +$2.45M | |
| 3 | +$2.12M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$2.1M |
| 5 |
SGVT
Schwab Government Money Market ETF
SGVT
|
+$1.58M |
Top Sells
| 1 | +$16.3M | |
| 2 | +$2.39M | |
| 3 | +$1.7M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.44M |
| 5 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$1.39M |
Sector Composition
| 1 | Technology | 22.27% |
| 2 | Communication Services | 2.66% |
| 3 | Consumer Discretionary | 2.21% |
| 4 | Industrials | 0.34% |
| 5 | Consumer Staples | 0.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$517M
| – | – |
-2,932
|
|
||
52
Merck
MRK
$295B
| – | – |
-2,053
|
|
||
53
Netflix
NFLX
$343B
| – | – |
-4,181
|
|
||
54
ServiceNow
NOW
$110B
| – | – |
-3,430
|
|
||
55
Oracle
ORCL
$592B
| – | – |
-3,659
|
|
||
56
Invesco QQQ Trust
QQQ
$470B
| – | – |
-26,565
|
|
||
57
S&P Global
SPGI
$126B
| – | – |
-404
|
|