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
$241M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.32M
3
+$873K
4
CUK icon
Carnival PLC
CUK
+$544K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$425K

Top Sells

1
+$1.43M
2
+$318K
3
+$290K
4
ANET icon
Arista Networks
ANET
+$287K
5
ETFC
E*Trade Financial Corporation
ETFC
+$287K

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
26
$2.11M 0.87%
59,884
-3,713
27
$2.05M 0.85%
23,265
-1,203
28
$2.04M 0.85%
8,874
+319
29
$1.98M 0.82%
38,758
+932
30
$1.97M 0.82%
49,090
-3,154
31
$1.86M 0.77%
28,559
-174
32
$1.84M 0.76%
13,429
+7
33
$1.82M 0.76%
38,043
-1,323
34
$1.8M 0.75%
62,157
-1,120
35
$1.79M 0.74%
30,170
-677
36
$1.78M 0.74%
54,636
-219
37
$1.71M 0.71%
5,257
-189
38
$1.69M 0.7%
5,255
+4,566
39
$1.64M 0.68%
79,689
+7,454
40
$1.61M 0.67%
10,933
+389
41
$1.6M 0.66%
5,452
-65
42
$1.5M 0.62%
86,607
+5,427
43
$1.48M 0.61%
8,417
-118
44
$1.47M 0.61%
30,166
-209
45
$1.45M 0.6%
26,934
+1,408
46
$1.43M 0.59%
89,521
-986
47
$1.39M 0.58%
11,164
-182
48
$1.39M 0.58%
7,997
-123
49
$1.39M 0.57%
18,168
-332
50
$1.36M 0.56%
17,129
-40
1
2
3 4 5