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
$215M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$831K
2
+$567K
3
+$537K
4
ANET icon
Arista Networks
ANET
+$523K
5
BHF icon
Brighthouse Financial
BHF
+$441K

Top Sells

1
+$876K
2
+$500K
3
+$299K
4
ICB
Morgan Stanley Income Sec. Inc
ICB
+$294K
5
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$290K

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
251
$65K 0.03%
13,546
252
$53K 0.02%
18,387
253
$50K 0.02%
10,695
254
$46K 0.02%
28,656
+6,402
255
– –
-10,155
256
– –
-47,292
257
– –
-19,953
258
– –
-844
259
– –
-11,497
260
– –
-10,148
261
– –
-2,576
262
– –
-15,630
263
– –
-34,730
264
– –
-32,000
7 8 9 10
11