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
101
$803K 0.33%
14,042
-636
102
$797K 0.33%
13,507
-131
103
$795K 0.33%
8,397
-67
104
$765K 0.32%
4,542
+15
105
$745K 0.31%
14,722
+3,511
106
$740K 0.31%
5,015
-64
107
$739K 0.31%
26,099
-157
108
$730K 0.3%
73,709
-745
109
$714K 0.3%
10,344
+1,883
110
$705K 0.29%
3,999
111
$701K 0.29%
7,829
-44
112
$700K 0.29%
16,103
-141
113
$689K 0.29%
4,767
-225
114
$682K 0.28%
8,159
-351
115
$682K 0.28%
28,260
116
$682K 0.28%
20,854
-705
117
$678K 0.28%
20,712
-156
118
$669K 0.28%
87,815
-571
119
$655K 0.27%
25,207
-1,236
120
$655K 0.27%
7,696
-154
121
$647K 0.27%
44,104
-1,595
122
$646K 0.27%
13,553
-400
123
$626K 0.26%
11,312
+1,397
124
$617K 0.26%
5,991
+162
125
$617K 0.26%
3,117
-10
3 4
5
6 7