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
176
$385K 0.16%
5,889
+948
177
$369K 0.15%
2,087
+199
178
$368K 0.15%
14,399
+3,967
179
$367K 0.15%
7,481
-180
180
$364K 0.15%
8,836
-1,769
181
$362K 0.15%
6,846
+160
182
$358K 0.15%
2,097
-38
183
$358K 0.15%
3,880
-3,140
184
$352K 0.15%
14,817
-762
185
$350K 0.15%
6,331
-1,837
186
$347K 0.14%
5,779
+282
187
$343K 0.14%
5,803
+81
188
$328K 0.14%
6,440
189
$327K 0.14%
22,881
-332
190
$325K 0.13%
5,928
-77
191
$323K 0.13%
21,416
-364
192
$314K 0.13%
2,111
+811
193
$309K 0.13%
5,112
194
$308K 0.13%
39,594
195
$307K 0.13%
5,841
196
$306K 0.13%
11,575
-5
197
$302K 0.13%
6,726
-164
198
$298K 0.12%
2,323
199
$297K 0.12%
4,958
-428
200
$297K 0.12%
1,567
6 7
8
9 10