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
201
$262K 0.12%
7,237
+40
202
$260K 0.12%
+12,635
203
$259K 0.12%
14,661
+375
204
$251K 0.12%
2,273
205
$249K 0.12%
6,483
+135
206
$245K 0.11%
6,056
207
$244K 0.11%
1,620
208
$244K 0.11%
3,901
209
$242K 0.11%
7,243
+201
210
$240K 0.11%
6,423
-1,471
211
$239K 0.11%
2,279
+224
212
$237K 0.11%
5,111
+128
213
$236K 0.11%
+1,216
214
$235K 0.11%
18,572
+400
215
$234K 0.11%
4,328
+1
216
$233K 0.11%
11,676
-2,005
217
$230K 0.11%
5,512
218
$221K 0.1%
3,139
219
$221K 0.1%
816
220
$220K 0.1%
2,555
221
$218K 0.1%
17,628
-1,150
222
$216K 0.1%
7,384
+114
223
$214K 0.1%
6,510
224
$212K 0.1%
2,349
225
$211K 0.1%
+4,926
7 8
9
10 11