VISTA CIMA WEALTH MANAGEMENT LLC
VISTA CIMA WEALTH MANAGEMENT LLC runs VISTA CIMA WEALTH MANAGEMENT LLC and currently holds 48 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $101.23M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. VISTA CIMA WEALTH MANAGEMENT LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, VISTA CIMA WEALTH MANAGEMENT LLC's portfolio at VISTA CIMA WEALTH MANAGEMENT LLC has delivered returns of +18.99%. Their 3-year annualized return is +11.34%. Looking at the 5-year horizon, VISTA CIMA WEALTH MANAGEMENT LLC has achieved +11.34% annualized returns at VISTA CIMA WEALTH MANAGEMENT LLC.
Portfolio Value
$101.23M
Alpha Score
11.4
#0 of 1000
Holdings
48
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|