VCWM
Vista Cima Wealth Management Portfolio holdings
AUM
$107M
1 Year Est. Return
–
AUM
$92.9M
AUM Growth
-$3.33M
(-3.5%)
Holding
52
Top Buys
| 1 | +$1.89M | |
| 2 | +$1.03M | |
| 3 | +$512K | |
| 4 |
Marvell Technology
MRVL
|
+$345K |
| 5 |
Tesla
TSLA
|
+$322K |
Top Sells
| 1 | +$1.01M | |
| 2 | +$757K | |
| 3 | +$430K | |
| 4 |
Broadcom
AVGO
|
+$316K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Advanced Micro Devices
AMD
$390B
| – | – |
-3,556
|
|
||
52
McDonald's
MCD
$220B
| – | – |
-728
|
|