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
$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
26
$1.99M 0.92%
70,017
+507
27
$1.98M 0.92%
64,988
-115
28
$1.97M 0.91%
39,549
-653
29
$1.96M 0.91%
44,945
-179
30
$1.91M 0.89%
66,759
-219
31
$1.78M 0.83%
31,508
-133
32
$1.74M 0.81%
71,603
+2,996
33
$1.74M 0.81%
38,964
-102
34
$1.73M 0.8%
32,584
+2,437
35
$1.7M 0.79%
74,875
-460
36
$1.68M 0.78%
13,714
-150
37
$1.66M 0.77%
6,760
+13
38
$1.58M 0.73%
94,971
-1,098
39
$1.57M 0.73%
125,771
-4,850
40
$1.53M 0.71%
54,396
+522
41
$1.5M 0.7%
49,774
+11,552
42
$1.49M 0.69%
26,543
+1,601
43
$1.48M 0.69%
27,218
+795
44
$1.46M 0.68%
8,811
-337
45
$1.45M 0.68%
28,908
+1,783
46
$1.33M 0.62%
20,357
+8,056
47
$1.32M 0.61%
11,893
-167
48
$1.31M 0.61%
18,985
-335
49
$1.31M 0.61%
22,447
+1,406
50
$1.3M 0.6%
54,446
+16,710
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2
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