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
76
$894K 0.42%
26,784
+52
77
$892K 0.41%
19,611
-202
78
$889K 0.41%
6,998
79
$885K 0.41%
15,576
+496
80
$881K 0.41%
67,502
-7,564
81
$854K 0.4%
10,574
+90
82
$845K 0.39%
10,111
-135
83
$844K 0.39%
6,325
+110
84
$839K 0.39%
10,022
-460
85
$837K 0.39%
3,907
86
$835K 0.39%
6,155
-129
87
$829K 0.38%
4,449
88
$827K 0.38%
15,392
-1,034
89
$823K 0.38%
11,033
90
$799K 0.37%
5,466
+1
91
$787K 0.37%
65,174
+6,366
92
$776K 0.36%
3,519
93
$771K 0.36%
31,266
-109
94
$771K 0.36%
13,952
95
$764K 0.35%
8,168
96
$758K 0.35%
17,232
+3,945
97
$757K 0.35%
35,595
+105
98
$756K 0.35%
5,251
-165
99
$750K 0.35%
4,499
+161
100
$746K 0.35%
10,097
-233
2 3
4
5 6