VCWM
Vista Cima Wealth Management Portfolio holdings
AUM
$120M
1-Year Est. Return
16.87%
This Fund
S&P 500
1 Year Est. Return
+16.87%
AUM
$120M
AUM Growth
-$71.8K
(-0.06%)
Holding
79
Top Buys
| 1 | +$4.11M | |
| 2 | +$2.73M | |
| 3 | +$1.64M | |
| 4 |
Broadcom
AVGO
|
+$940K |
| 5 |
Meta Platforms (Facebook)
META
|
+$798K |
Top Sells
| 1 | +$906K | |
| 2 | +$884K | |
| 3 | +$882K | |
| 4 |
Mondelez International
MDLZ
|
+$877K |
| 5 |
UnitedHealth
UNH
|
+$768K |
Sector Composition
| 1 | Technology | 20.85% |
| 2 | Consumer Discretionary | 2.69% |
| 3 | Communication Services | 2.43% |
| 4 | Healthcare | 0.37% |
| 5 | Industrials | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
UnitedHealth
UNH
$260B
| – | – |
-2,225
|
|
||
77
Visa
V
$610B
| – | – |
-2,589
|
|
||
78
Valero Energy
VLO
$68.5B
| – | – |
-2,966
|
|
||
79
Zoetis
ZTS
$51.3B
| – | – |
-2,806
|
|