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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
1
$15.7M 13.07%
26,117
+428
2
$14.8M 12.36%
464,835
+11,414
3
$5.5M 4.58%
74,876
+2,780
4
$5.19M 4.32%
76,229
+3,178
5
$4.67M 3.9%
44,539
+1,967
6
$4.58M 3.82%
61,596
+2,292
7
$4.38M 3.65%
102,464
+2,106
8
$4.31M 3.59%
157,805
+13,881
9
$3.91M 3.26%
67,956
+4,640
10
$3.9M 3.25%
15,313
-8,396
11
$3.04M 2.53%
16,288
-26,240
12
$2.97M 2.48%
5,741
-4,623
13
$2.75M 2.29%
31,533
+1,044
14
$2.61M 2.18%
21,593
+373
15
$2.01M 1.67%
18,197
+858
16
$1.89M 1.57%
37,210
+1,994
17
$1.88M 1.56%
36,954
+1,400
18
$1.71M 1.42%
12,614
+763
19
$1.61M 1.34%
4,879
-2,563
20
$1.43M 1.19%
6,499
-3,752
21
$1.37M 1.14%
37,647
+3,084
22
$1.27M 1.06%
16,245
+591
23
$1.05M 0.87%
42,889
+2,084
24
$950K 0.79%
16,151
+1,000
25
$906K 0.75%
777
+521
1
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