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
176
$334K 0.16%
1,994
-37
177
$331K 0.15%
6,854
-244
178
$331K 0.15%
24,655
-764
179
$320K 0.15%
5,660
+120
180
$316K 0.15%
4,154
-12
181
$315K 0.15%
11,110
-61
182
$314K 0.15%
8,796
+2,419
183
$314K 0.15%
5,199
+1,132
184
$311K 0.14%
5,353
-18
185
$310K 0.14%
1,520
186
$305K 0.14%
7,101
-109
187
$298K 0.14%
2,224
188
$296K 0.14%
29,539
-940
189
$295K 0.14%
5,982
190
$295K 0.14%
21,541
-887
191
$292K 0.14%
24,554
-1,099
192
$287K 0.13%
4,341
+975
193
$285K 0.13%
4,169
-100
194
$281K 0.13%
12,903
195
$280K 0.13%
16,821
196
$275K 0.13%
24,044
197
$273K 0.13%
1,976
+24
198
$270K 0.13%
6,137
199
$269K 0.12%
9,783
200
$263K 0.12%
+4,620
6 7
8
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