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
126
$557K 0.26%
7,638
-883
127
$555K 0.26%
4,941
-59
128
$553K 0.26%
57,637
-770
129
$548K 0.25%
+27,913
130
$542K 0.25%
13,536
-385
131
$538K 0.25%
11,933
-383
132
$524K 0.24%
92,822
+712
133
$518K 0.24%
40,154
-1,480
134
$516K 0.24%
46,596
+1,605
135
$516K 0.24%
4,500
-39
136
$515K 0.24%
+32,000
137
$503K 0.23%
11,814
+1,764
138
$492K 0.23%
13,614
-442
139
$492K 0.23%
2,559
140
$489K 0.23%
9,706
+432
141
$483K 0.22%
5,209
-150
142
$465K 0.22%
6,628
143
$462K 0.21%
5,066
-9
144
$461K 0.21%
5,011
+388
145
$457K 0.21%
9,283
146
$455K 0.21%
6,519
-317
147
$454K 0.21%
9,705
+201
148
$454K 0.21%
6,560
-56
149
$445K 0.21%
6,122
+913
150
$438K 0.2%
7,158
4 5
6
7 8