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
151
$477K 0.2%
5,755
-124
152
$476K 0.2%
23,692
+19
153
$473K 0.2%
7,855
-81
154
$469K 0.19%
3,765
+36
155
$468K 0.19%
4,967
-164
156
$460K 0.19%
28,471
-1,499
157
$454K 0.19%
35,594
158
$439K 0.18%
4,404
+1
159
$436K 0.18%
6,201
+550
160
$430K 0.18%
70,241
-6,346
161
$429K 0.18%
2,372
-18
162
$425K 0.18%
+1,490
163
$424K 0.18%
3,226
+1,053
164
$423K 0.18%
4,552
165
$423K 0.18%
1,923
166
$420K 0.17%
1,540
167
$416K 0.17%
11,432
+5,014
168
$413K 0.17%
6,160
+1,180
169
$411K 0.17%
4,536
-102
170
$411K 0.17%
6,999
-716
171
$410K 0.17%
+3,811
172
$407K 0.17%
3,182
+1
173
$405K 0.17%
25,409
174
$401K 0.17%
18,120
-1,165
175
$400K 0.17%
73,714
5 6
7
8 9