PVWM

Point View Wealth Management Portfolio holdings

AUM $246M
1-Year Est. Return 10.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.77%
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
+$1.41M
2
+$1.22M
3
+$865K
4
CUK icon
Carnival PLC
CUK
+$477K
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$411K

Top Sells

1
+$1.43M
2
+$287K
3
+$287K
4
HP icon
Helmerich & Payne
HP
+$281K
5
AMZN icon
Amazon
AMZN
+$278K

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
$229K 0.09%
+5,636
227
$228K 0.09%
25,480
228
$227K 0.09%
+7,690
229
$227K 0.09%
15,559
230
$226K 0.09%
+3,524
231
$225K 0.09%
2,349
232
$225K 0.09%
8,658
-489
233
$224K 0.09%
11,275
+714
234
$223K 0.09%
+5,926
235
$222K 0.09%
+2,941
236
$220K 0.09%
7,200
237
$217K 0.09%
2,644
-69
238
$214K 0.09%
3,352
-351
239
$213K 0.09%
+3,465
240
$213K 0.09%
16,222
+1,097
241
$212K 0.09%
10,008
-1,786
242
$210K 0.09%
22,574
-6,254
243
$209K 0.09%
14,753
-294
244
$202K 0.08%
+6,949
245
$187K 0.08%
+12,991
246
$187K 0.08%
11,406
247
$183K 0.08%
27,544
+4,123
248
$175K 0.07%
10,282
-2,786
249
$175K 0.07%
10,093
250
$166K 0.07%
25,163
-593
8 9
10
11 12