VCWM

Vista Cima Wealth Management Portfolio holdings

AUM $120M
1-Year Est. Return 18.67%
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.9M
AUM Growth
-$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.03M
3
+$512K
4
MRVL icon
Marvell Technology
MRVL
+$345K
5
TSLA icon
Tesla
TSLA
+$322K

Top Sells

1
+$1.01M
2
+$757K
3
+$430K
4
AVGO icon
Broadcom
AVGO
+$316K
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$286K

Sector Composition

1 Technology 19.29%
2 Consumer Discretionary 2.93%
3 Communication Services 2.09%
4 Financials 1.06%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.9M 12.8%
25,355
+1,091
2
$11.1M 11.94%
442,871
+75,570
3
$5.06M 5.45%
22,798
+137
4
$4.6M 4.95%
42,455
-821
5
$4.52M 4.87%
17,484
+3,969
6
$4.37M 4.71%
70,762
+1,290
7
$3.92M 4.22%
10,431
-725
8
$3.85M 4.14%
137,567
+4,564
9
$3.81M 4.1%
41,587
+2,575
10
$3.69M 3.97%
101,219
-20,797
11
$3.57M 3.84%
57,446
+2,870
12
$3.17M 3.41%
62,509
+4,865
13
$2.3M 2.48%
30,458
-13,353
14
$1.98M 2.13%
21,347
-3,093
15
$1.92M 2.07%
17,535
+1,894
16
$1.91M 2.05%
10,017
+1,107
17
$1.83M 1.97%
36,013
+3,789
18
$1.77M 1.91%
34,970
+3,148
19
$1.33M 1.43%
11,703
-2,298
20
$1.25M 1.34%
7,460
-1,886
21
$1.21M 1.3%
15,752
+1,277
22
$1.07M 1.15%
33,034
-336
23
$983K 1.06%
6,359
-113
24
$983K 1.06%
40,383
+3,321
25
$957K 1.03%
1,660
-371
1
2 3