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
$194M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$465K
2
+$425K
3
+$404K
4
JLL icon
Jones Lang LaSalle
JLL
+$323K
5
FE icon
FirstEnergy
FE
+$322K

Top Sells

1
+$104K
2
+$89.6K
3
+$79K
4
CB icon
Chubb
CB
+$77.5K
5
NMR icon
Nomura Holdings
NMR
+$60.4K

Sector Composition

1 Financials 11.75%
2 Technology 11.62%
3 Healthcare 10.33%
4 Energy 9.68%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$165K 0.09%
10,371
227
$161K 0.08%
21,693
228
$160K 0.08%
12,864
+718
229
$157K 0.08%
20,694
-383
230
$157K 0.08%
44,373
231
$156K 0.08%
38,936
-5,778
232
$152K 0.08%
24,319
-9,671
233
$148K 0.08%
12,318
234
$147K 0.08%
10,471
-857
235
$147K 0.08%
17,595
+1,812
236
$144K 0.07%
15,413
237
$137K 0.07%
12,694
-295
238
$129K 0.07%
17,764
239
$128K 0.07%
11,431
+1,254
240
$123K 0.06%
+10,107
241
$122K 0.06%
26,611
+2,219
242
$120K 0.06%
21,374
243
$119K 0.06%
43,062
244
$117K 0.06%
10,148
245
$112K 0.06%
25,485
+981
246
$102K 0.05%
5,982
247
$101K 0.05%
+11,451
248
$96K 0.05%
3,277
-1,697
249
$90K 0.05%
14,717
250
$90K 0.05%
+10,779
7 8 9
10
11