PV

Private Vista Portfolio holdings

AUM $207M
1-Year Est. Return 1.59%
This Quarter Est. Return
1 Year Est. Return
-1.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.91M
3
+$1.91M
4
PID icon
Invesco International Dividend Achievers ETF
PID
+$1.67M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$1.13M

Top Sells

1
+$69.3K
2
+$62.1K
3
+$58.5K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$51.4K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$38.3K

Sector Composition

1 Consumer Discretionary 0.98%
2 Financials 0.81%
3 Healthcare 0.69%
4 Communication Services 0.55%
5 Technology 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$208K 0.07%
+6,242
52
$207K 0.07%
2,080
+5
53
$95K 0.03%
12,658
1 2
3