PVWM

Point View Wealth Management Portfolio holdings

AUM $246M
1-Year Est. Return 10.75%
This Quarter Est. Return
1 Year Est. Return
+10.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$677K
2
+$548K
3
+$526K
4
ANET icon
Arista Networks
ANET
+$515K
5
CXW icon
CoreCivic
CXW
+$399K

Top Sells

1
+$876K
2
+$500K
3
+$294K
4
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$290K
5
DXC icon
DXC Technology
DXC
+$280K

Sector Composition

1 Technology 12.96%
2 Healthcare 11.6%
3 Energy 11.02%
4 Financials 10.83%
5 Industrials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$205K 0.1%
21,363
-2,840
227
$205K 0.1%
1,944
228
$205K 0.1%
+3,056
229
$202K 0.09%
+7,362
230
$201K 0.09%
+1,831
231
$198K 0.09%
11,324
232
$193K 0.09%
10,191
-578
233
$187K 0.09%
13,051
234
$174K 0.08%
10,588
-1,869
235
$170K 0.08%
21,693
236
$165K 0.08%
10,471
237
$160K 0.07%
14,951
238
$121K 0.06%
10,740
239
$117K 0.05%
32,669
240
$114K 0.05%
13,018
-1,109
241
$113K 0.05%
12,349
242
$108K 0.05%
31,766
243
$106K 0.05%
+20,507
244
$97K 0.05%
16,626
245
$91K 0.04%
24,196
246
$86K 0.04%
12,288
247
$85K 0.04%
24,392
248
$82K 0.04%
14,717
249
$81K 0.04%
14,352
250
$72K 0.03%
+11,067
7 8 9
10
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