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
51
$1.29M 0.6%
17,258
-235
52
$1.29M 0.6%
12,898
-376
53
$1.23M 0.57%
28,669
-602
54
$1.17M 0.54%
25,549
-399
55
$1.16M 0.54%
5,961
+26
56
$1.14M 0.53%
21,060
-472
57
$1.13M 0.53%
142,921
-3,625
58
$1.13M 0.53%
48,700
-2,624
59
$1.13M 0.52%
9,285
-43
60
$1.1M 0.51%
17,095
+1,320
61
$1.09M 0.51%
29,274
-516
62
$1.04M 0.48%
7,819
-32
63
$1.02M 0.47%
77,521
-1,375
64
$995K 0.46%
40,944
+5,302
65
$994K 0.46%
21,484
+4,088
66
$994K 0.46%
3,317
-132
67
$971K 0.45%
12,443
-214
68
$953K 0.44%
9,066
+595
69
$946K 0.44%
125,467
+27,592
70
$942K 0.44%
16,982
-281
71
$935K 0.43%
16,870
-396
72
$924K 0.43%
5,035
-407
73
$912K 0.42%
62,456
+1,724
74
$912K 0.42%
29,730
-880
75
$898K 0.42%
19,437
+2
1 2
3
4 5