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
51
$206K 0.19%
+1,132
52
$202K 0.19%
8,400
53
$21.3K 0.02%
10,000