PVWM

Point View Wealth Management Portfolio holdings

AUM $246M
1-Year Est. Return 10.77%
This Quarter Est. Return
1 Year Est. Return
+10.77%
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
GFI icon
226
Gold Fields
GFI
$44.2B
$233K 0.09%
25,163
ADNT icon
227
Adient
ADNT
$1.74B
$231K 0.09%
+6,654
SYY icon
228
Sysco
SYY
$37.7B
$230K 0.09%
+3,102
NCLH icon
229
Norwegian Cruise Line
NCLH
$10B
$229K 0.09%
+9,023
MCD icon
230
McDonald's
MCD
$219B
$227K 0.09%
1,059
UAL icon
231
United Airlines
UAL
$36.7B
$226K 0.09%
+5,234
KMB icon
232
Kimberly-Clark
KMB
$33B
$224K 0.09%
1,658
JOF
233
Japan Smaller Capitalization Fund
JOF
$320M
$221K 0.09%
24,461
TEF icon
234
Telefonica
TEF
$21.5B
$220K 0.09%
61,349
-5,145
AGO icon
235
Assured Guaranty
AGO
$3.92B
$218K 0.09%
+6,921
BMY icon
236
Bristol-Myers Squibb
BMY
$112B
$215K 0.09%
3,474
+2
MAN icon
237
ManpowerGroup
MAN
$1.39B
$215K 0.09%
+2,389
KSS icon
238
Kohl's
KSS
$2.09B
$214K 0.09%
+5,266
CFG icon
239
Citizens Financial Group
CFG
$26.1B
$212K 0.09%
+5,925
APA icon
240
APA Corp
APA
$9.14B
$210K 0.09%
14,819
-322
BRK.B icon
241
Berkshire Hathaway Class B
BRK.B
$1.06T
$210K 0.09%
+905
SKM icon
242
SK Telecom
SKM
$8.05B
$210K 0.09%
5,217
-942
EXPD icon
243
Expeditors International
EXPD
$21.8B
$205K 0.08%
+2,153
D icon
244
Dominion Energy
D
$52.2B
$203K 0.08%
2,699
-2,911
FIS icon
245
Fidelity National Information Services
FIS
$32.8B
$203K 0.08%
1,436
VFC icon
246
VF Corp
VFC
$7.35B
$203K 0.08%
2,371
-2,039
ORAN
247
DELISTED
Orange
ORAN
$185K 0.08%
15,559
NEA icon
248
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.5B
$174K 0.07%
11,507
-1,484
BKT icon
249
BlackRock Income Trust
BKT
$360M
$158K 0.06%
8,685
F icon
250
Ford
F
$54.2B
$150K 0.06%
17,117
-912
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