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
276
– –
-14,160
277
– –
-2,134
278
– –
-14,451
8 9 10 11
12