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
1
$4.76M 2.21%
48,236
-229
2
$3.82M 1.77%
46,165
+2,491
3
$3.32M 1.54%
5,062
4
$3.32M 1.54%
26,253
-384
5
$3.09M 1.43%
44,818
-460
6
$3.08M 1.43%
89,478
-462
7
$3.06M 1.42%
21,913
-338
8
$3.05M 1.42%
9,923
-184
9
$2.98M 1.39%
12,542
-290
10
$2.85M 1.32%
255,155
-4,095
11
$2.71M 1.26%
42,417
-1,057
12
$2.51M 1.17%
24,106
-49
13
$2.48M 1.15%
57,649
+555
14
$2.41M 1.12%
34,568
-1,293
15
$2.28M 1.06%
223,719
+8,244
16
$2.25M 1.04%
38,803
-152
17
$2.25M 1.04%
33,547
+597
18
$2.23M 1.04%
101,490
+6,326
19
$2.23M 1.03%
16,668
+664
20
$2.12M 0.99%
158,339
-6,336
21
$2.11M 0.98%
49,016
-1,480
22
$2.1M 0.97%
6,251
-61
23
$2.09M 0.97%
25,969
-3,477
24
$2.09M 0.97%
86,126
+7,022
25
$2.02M 0.94%
56,194
-915
1
2 3 4 5