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
+$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
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
– –
-844
256
– –
-32,000
257
– –
-34,730
258
– –
-15,630
259
– –
-2,576
260
– –
-10,148
261
– –
-11,497
262
– –
-10,155
263
– –
-47,292
264
– –
-19,953
7 8 9 10
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