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
201
$297K 0.12%
1,567
202
$295K 0.12%
2,099
+25
203
$292K 0.12%
1,502
204
$292K 0.12%
5,513
-345
205
$291K 0.12%
5,162
-426
206
$288K 0.12%
4,306
207
$288K 0.12%
11,990
-524
208
$286K 0.12%
6,567
-62
209
$286K 0.12%
7,019
-128
210
$280K 0.12%
25,781
-6,074
211
$274K 0.11%
3,202
-63
212
$270K 0.11%
6,059
-49
213
$267K 0.11%
1,944
-1
214
$261K 0.11%
6,858
-435
215
$259K 0.11%
4,483
-235
216
$258K 0.11%
9,553
-451
217
$254K 0.11%
20,914
-4,494
218
$254K 0.11%
1,827
-14
219
$249K 0.1%
2,862
220
$245K 0.1%
1,499
221
$243K 0.1%
5,577
-223
222
$238K 0.1%
1,202
223
$235K 0.1%
+4,606
224
$234K 0.1%
1,138
-55
225
$233K 0.1%
+2,464
7 8
9
10 11