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
76
$1.01M 0.42%
41,208
-10,019
77
$1M 0.42%
18,649
-3,343
78
$995K 0.41%
19,944
+1,786
79
$991K 0.41%
13,492
+1,120
80
$984K 0.41%
25,073
-261
81
$979K 0.41%
70,008
-7,857
82
$962K 0.4%
26,206
-2,190
83
$961K 0.4%
10,257
+2,071
84
$953K 0.39%
26,461
-462
85
$951K 0.39%
26,198
-243
86
$949K 0.39%
112,694
-954
87
$946K 0.39%
15,936
+635
88
$941K 0.39%
18,880
-121
89
$941K 0.39%
18,690
-257
90
$931K 0.39%
19,406
-30
91
$929K 0.38%
14,291
+718
92
$890K 0.37%
10,134
-172
93
$874K 0.36%
5,239
-687
94
$841K 0.35%
9,930
-22
95
$839K 0.35%
63,591
+6,860
96
$831K 0.34%
23,166
-7
97
$830K 0.34%
32,379
+333
98
$821K 0.34%
4,295
-154
99
$818K 0.34%
25,465
+11,514
100
$803K 0.33%
14,570
-190
2 3
4
5 6