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
151
$436K 0.2%
5,546
-162
152
$413K 0.19%
79,006
153
$410K 0.19%
9,440
-78
154
$402K 0.19%
12,531
-201
155
$402K 0.19%
5,122
+497
156
$396K 0.18%
2,048
+15
157
$386K 0.18%
8,831
-434
158
$380K 0.18%
4,763
-239
159
$380K 0.18%
2,684
-51
160
$378K 0.18%
34,839
-183
161
$375K 0.17%
1,714
-193
162
$368K 0.17%
+9,176
163
$361K 0.17%
18,583
-1,315
164
$361K 0.17%
4,701
+1
165
$360K 0.17%
5,273
-147
166
$360K 0.17%
9,536
-708
167
$354K 0.16%
16,971
-330
168
$353K 0.16%
39,899
169
$348K 0.16%
20,164
-1,390
170
$346K 0.16%
25,350
+907
171
$346K 0.16%
29,702
172
$344K 0.16%
512
173
$344K 0.16%
17,066
+4,182
174
$342K 0.16%
7,807
+309
175
$338K 0.16%
11,825
+4,620
5 6
7
8 9