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
1
$6.71M 2.78%
42,530
-311
2
$4.19M 1.74%
60,077
+12,506
3
$3.91M 1.62%
42,976
-300
4
$3.74M 1.55%
100,502
+5,698
5
$3.46M 1.43%
46,579
+1,633
6
$3.42M 1.42%
19,748
-97
7
$3.39M 1.41%
248,828
-526
8
$3.32M 1.38%
10,991
-23
9
$3.04M 1.26%
8,826
-47
10
$2.91M 1.2%
24,134
+101
11
$2.84M 1.18%
47,453
-117
12
$2.81M 1.16%
20,136
-746
13
$2.65M 1.1%
30,522
-687
14
$2.64M 1.1%
33,093
+619
15
$2.42M 1%
209,608
-6,165
16
$2.41M 1%
81,656
+2,062
17
$2.4M 0.99%
120,356
-3,676
18
$2.36M 0.98%
48,645
-943
19
$2.33M 0.97%
41,867
-918
20
$2.32M 0.96%
18,108
+827
21
$2.26M 0.94%
152,456
+4,675
22
$2.26M 0.94%
37,042
-2,417
23
$2.2M 0.91%
55,632
-1,221
24
$2.14M 0.89%
34,879
+2
25
$2.13M 0.88%
56,507
-73
1
2 3 4 5