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
$241M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.32M
3
+$873K
4
CUK icon
Carnival PLC
CUK
+$544K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$425K

Top Sells

1
+$1.43M
2
+$318K
3
+$290K
4
ANET icon
Arista Networks
ANET
+$287K
5
ETFC
E*Trade Financial Corporation
ETFC
+$287K

Sector Composition

1 Technology 12.47%
2 Healthcare 12.24%
3 Financials 10.79%
4 Industrials 10.61%
5 Energy 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$232K 0.1%
2,389
227
$229K 0.09%
+5,636
228
$228K 0.09%
25,480
229
$227K 0.09%
+7,690
230
$227K 0.09%
15,559
231
$226K 0.09%
+3,524
232
$225K 0.09%
8,658
-489
233
$225K 0.09%
2,349
234
$224K 0.09%
11,275
+714
235
$223K 0.09%
+5,926
236
$222K 0.09%
+2,941
237
$220K 0.09%
7,200
238
$217K 0.09%
2,644
-69
239
$214K 0.09%
3,352
-351
240
$213K 0.09%
+3,465
241
$213K 0.09%
16,222
+1,097
242
$212K 0.09%
10,008
-1,786
243
$210K 0.09%
22,574
-6,254
244
$209K 0.09%
14,753
-294
245
$202K 0.08%
+6,949
246
$187K 0.08%
+12,991
247
$187K 0.08%
11,406
248
$183K 0.08%
26,742
+4,003
249
$175K 0.07%
10,282
-2,786
250
$175K 0.07%
10,093
8 9
10
11 12