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
51
$1.34M 0.56%
72,244
52
$1.33M 0.55%
9,115
+1,049
53
$1.33M 0.55%
44,337
-3,050
54
$1.32M 0.55%
+31,557
55
$1.29M 0.53%
100,184
-2,369
56
$1.28M 0.53%
159,577
-5,479
57
$1.26M 0.52%
65,227
-3,345
58
$1.25M 0.52%
33,397
-203
59
$1.24M 0.51%
78,172
+4,126
60
$1.24M 0.51%
13,083
-539
61
$1.22M 0.51%
26,884
-7,000
62
$1.22M 0.5%
23,687
-380
63
$1.22M 0.5%
5,570
-28
64
$1.18M 0.49%
20,071
+2,519
65
$1.16M 0.48%
24,137
-190
66
$1.15M 0.48%
8,333
-781
67
$1.13M 0.47%
26,620
+283
68
$1.11M 0.46%
58,506
+3,999
69
$1.09M 0.45%
23,533
-549
70
$1.09M 0.45%
6,995
71
$1.07M 0.44%
5,240
-19
72
$1.06M 0.44%
11,370
73
$1.04M 0.43%
20,557
-456
74
$1.03M 0.43%
20,381
-258
75
$1.02M 0.42%
2,701
-17
1 2
3
4 5