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
176
$386K 0.16%
1,300
-104
177
$385K 0.16%
5,889
+948
178
$369K 0.15%
2,087
+199
179
$368K 0.15%
14,399
+3,967
180
$367K 0.15%
7,481
-180
181
$364K 0.15%
8,836
-1,769
182
$362K 0.15%
6,846
+160
183
$358K 0.15%
2,097
-38
184
$358K 0.15%
3,880
-3,140
185
$352K 0.15%
14,817
-762
186
$350K 0.15%
6,331
-1,837
187
$347K 0.14%
5,779
+282
188
$343K 0.14%
5,803
+81
189
$328K 0.14%
6,440
190
$327K 0.14%
22,881
-332
191
$325K 0.13%
5,928
-77
192
$323K 0.13%
21,416
-364
193
$314K 0.13%
2,111
+811
194
$309K 0.13%
5,112
195
$308K 0.13%
39,594
196
$307K 0.13%
5,841
197
$306K 0.13%
11,575
-5
198
$302K 0.13%
6,726
-164
199
$298K 0.12%
2,323
200
$297K 0.12%
4,958
-428
6 7
8
9 10