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
101
$745K 0.35%
58,116
+1,416
102
$736K 0.34%
79,146
-1,312
103
$736K 0.34%
106,772
+1,721
104
$721K 0.33%
5,735
-768
105
$715K 0.33%
9,369
106
$705K 0.33%
9,952
+214
107
$701K 0.33%
30,229
108
$693K 0.32%
19,444
-422
109
$679K 0.32%
19,343
110
$677K 0.31%
+96,672
111
$668K 0.31%
9,869
-150
112
$667K 0.31%
55,019
-1,100
113
$654K 0.3%
16,590
-558
114
$647K 0.3%
9,509
+2,986
115
$635K 0.29%
10,486
+247
116
$631K 0.29%
7,420
+4,120
117
$626K 0.29%
5,655
-107
118
$625K 0.29%
15,237
+955
119
$620K 0.29%
8,232
-253
120
$611K 0.28%
18,511
-906
121
$604K 0.28%
12,933
-562
122
$597K 0.28%
6,095
123
$574K 0.27%
54,025
+5,028
124
$564K 0.26%
56,477
-251
125
$557K 0.26%
32,610
-1,133
3 4
5
6 7