VCWM
Vista Cima Wealth Management Portfolio holdings
AUM
$120M
1-Year Est. Return
18.67%
1 Year Est. Return
+18.67%
AUM
$120M
AUM Growth
+$13M
(+12%)
Holding
78
Top Buys
| 1 | +$768K | |
| 2 | +$680K | |
| 3 | +$677K | |
| 4 |
New Jersey Resources
NJR
|
+$665K |
| 5 |
Duke Energy
DUK
|
+$657K |
Top Sells
| 1 | +$4.9M | |
| 2 | +$2.39M | |
| 3 | +$2.14M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.11M |
| 5 |
Broadcom
AVGO
|
+$846K |
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 | |
|---|---|---|---|---|---|---|
76
Cadence Design Systems
CDNS
$91.7B
| – | – |
-1,797
|
|
||
77
Salesforce
CRM
$247B
| – | – |
-2,081
|
|
||
78
Marvell Technology
MRVL
$83.8B
| – | – |
-5,939
|
|