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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
51
$484K 0.4%
2,982
+1,850
52
$481K 0.4%
1,978
-4,572
53
$468K 0.39%
+7,649
54
$466K 0.39%
+5,713
55
$458K 0.38%
+3,368
56
$444K 0.37%
+2,858
57
$425K 0.35%
+5,061
58
$423K 0.35%
+2,756
59
$411K 0.34%
+2,806
60
$405K 0.34%
+12,893
61
$390K 0.33%
+1,431
62
$388K 0.32%
+5,565
63
$388K 0.32%
4,854
+248
64
$377K 0.31%
1,342
-2,736
65
$373K 0.31%
839
-1,469
66
$313K 0.26%
+1,122
67
$290K 0.24%
1,575
-2,260
68
$288K 0.24%
4,215
-4,851
69
$278K 0.23%
11,299
+567
70
$272K 0.23%
2,905
+91
71
$268K 0.22%
892
72
$227K 0.19%
2,036
73
$211K 0.18%
+1,159
74
$207K 0.17%
8,400
75
$20.6K 0.02%
10,000
1 2
3
4