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
+$13M
(+12%)
Holding
78
Top Buys
| 1 | +$673K | |
| 2 | +$663K | |
| 3 | +$659K | |
| 4 |
Coca-Cola
KO
|
+$654K |
| 5 |
Mondelez International
MDLZ
|
+$653K |
Top Sells
| 1 | +$4.57M | |
| 2 | +$2.36M | |
| 3 | +$1.9M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$958K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Cadence Design Systems
CDNS
$81.9B
| – | – |
-1,797
|
|
||
77
Salesforce
CRM
$187B
| – | – |
-2,081
|
|
||
78
Marvell Technology
MRVL
$78.2B
| – | – |
-5,939
|
|