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
126
$611K 0.25%
14,449
+6,173
127
$610K 0.25%
512
128
$601K 0.25%
16,411
+745
129
$590K 0.24%
6,693
+105
130
$585K 0.24%
10,691
+866
131
$584K 0.24%
11,639
-349
132
$567K 0.23%
6,409
+135
133
$566K 0.23%
71,583
-374
134
$558K 0.23%
33,438
135
$544K 0.23%
+11,293
136
$540K 0.22%
39,303
-1,252
137
$524K 0.22%
8,162
+1,521
138
$520K 0.22%
38,686
+20
139
$517K 0.21%
4,033
-97
140
$513K 0.21%
3,763
-30
141
$506K 0.21%
4,545
-224
142
$505K 0.21%
4,304
-33
143
$504K 0.21%
52,955
-782
144
$504K 0.21%
59,043
+6,388
145
$499K 0.21%
7,015
-112
146
$492K 0.2%
7,258
-690
147
$492K 0.2%
87,374
-5,850
148
$490K 0.2%
29,388
+10,441
149
$484K 0.2%
49,343
-8,941
150
$478K 0.2%
4,247
-374
4 5
6
7 8