PVWM

Point View Wealth Management Portfolio holdings

AUM $246M
1-Year Est. Return 10.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.77%
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
ETFC
E*Trade Financial Corporation
ETFC
+$287K
5
ANET icon
Arista Networks
ANET
+$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
$476K 0.2%
23,692
+19
152
$473K 0.2%
7,855
-81
153
$469K 0.19%
3,765
+36
154
$468K 0.19%
4,967
-164
155
$460K 0.19%
28,471
-1,499
156
$454K 0.19%
35,594
157
$439K 0.18%
4,404
+1
158
$436K 0.18%
6,201
+550
159
$430K 0.18%
70,241
-6,346
160
$429K 0.18%
2,372
-18
161
$425K 0.18%
+1,490
162
$424K 0.18%
3,226
+1,053
163
$423K 0.18%
4,552
164
$423K 0.18%
1,923
165
$420K 0.17%
1,540
166
$416K 0.17%
11,432
+5,014
167
$413K 0.17%
6,160
+1,180
168
$411K 0.17%
4,536
-102
169
$411K 0.17%
6,999
-716
170
$410K 0.17%
+3,811
171
$407K 0.17%
3,182
+1
172
$405K 0.17%
25,409
173
$401K 0.17%
18,120
-1,165
174
$400K 0.17%
73,714
175
$386K 0.16%
1,300
-104
5 6
7
8 9