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
$246M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$300K
3
+$278K
4
INTC icon
Intel
INTC
+$274K
5
BCO icon
Brink's
BCO
+$257K

Top Sells

1
+$917K
2
+$636K
3
+$467K
4
XOM icon
Exxon Mobil
XOM
+$453K
5
T icon
AT&T
T
+$378K

Sector Composition

1 Technology 13.66%
2 Financials 11.66%
3 Healthcare 11.23%
4 Industrials 10.3%
5 Consumer Staples 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AZO icon
226
AutoZone
AZO
$65.6B
$238K 0.1%
201
-311
GFI icon
227
Gold Fields
GFI
$38.2B
$233K 0.09%
25,163
ADNT icon
228
Adient
ADNT
$1.52B
$231K 0.09%
+6,654
SYY icon
229
Sysco
SYY
$36.4B
$230K 0.09%
+3,102
NCLH icon
230
Norwegian Cruise Line
NCLH
$8.45B
$229K 0.09%
+9,023
MCD icon
231
McDonald's
MCD
$216B
$227K 0.09%
1,059
UAL icon
232
United Airlines
UAL
$32.7B
$226K 0.09%
+5,234
KMB icon
233
Kimberly-Clark
KMB
$36B
$224K 0.09%
1,658
JOF
234
Japan Smaller Capitalization Fund
JOF
$301M
$221K 0.09%
24,461
TEF icon
235
Telefonica
TEF
$23.6B
$220K 0.09%
61,349
-5,145
AGO icon
236
Assured Guaranty
AGO
$4.16B
$218K 0.09%
+6,921
BMY icon
237
Bristol-Myers Squibb
BMY
$100B
$215K 0.09%
3,474
+2
MAN icon
238
ManpowerGroup
MAN
$1.32B
$215K 0.09%
+2,389
KSS icon
239
Kohl's
KSS
$2.7B
$214K 0.09%
+5,266
CFG icon
240
Citizens Financial Group
CFG
$23.4B
$212K 0.09%
+5,925
APA icon
241
APA Corp
APA
$8.97B
$210K 0.09%
14,819
-322
BRK.B icon
242
Berkshire Hathaway Class B
BRK.B
$1.1T
$210K 0.09%
+905
SKM icon
243
SK Telecom
SKM
$7.76B
$210K 0.09%
5,217
-942
EXPD icon
244
Expeditors International
EXPD
$19.6B
$205K 0.08%
+2,153
D icon
245
Dominion Energy
D
$51.9B
$203K 0.08%
2,699
-2,911
FIS icon
246
Fidelity National Information Services
FIS
$34.3B
$203K 0.08%
1,436
VFC icon
247
VF Corp
VFC
$7.09B
$203K 0.08%
2,371
-2,039
ORAN
248
DELISTED
Orange
ORAN
$185K 0.08%
15,559
NEA icon
249
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.44B
$174K 0.07%
11,507
-1,484
BKT icon
250
BlackRock Income Trust
BKT
$357M
$158K 0.06%
8,685
7 8 9
10
11