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
$203M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$488K
3
+$391K
4
XOM icon
Exxon Mobil
XOM
+$348K
5
ASA
ASA Gold and Precious Metals
ASA
+$345K

Top Sells

1
+$1.69M
2
+$346K
3
+$331K
4
HES
Hess
HES
+$211K
5
TXN icon
Texas Instruments
TXN
+$203K

Sector Composition

1 Financials 12.22%
2 Technology 11.8%
3 Healthcare 11.26%
4 Industrials 9.67%
5 Energy 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$195K 0.1%
13,051
227
$185K 0.09%
50,273
-2,558
228
$179K 0.09%
34,765
-4,171
229
$176K 0.09%
10,371
230
$172K 0.08%
20,626
-68
231
$171K 0.08%
25,279
-1,557
232
$160K 0.08%
21,693
233
$159K 0.08%
39,173
-7,865
234
$154K 0.08%
44,373
235
$153K 0.08%
10,471
236
$153K 0.08%
17,595
237
$152K 0.07%
15,413
238
$150K 0.07%
12,318
239
$149K 0.07%
13,331
+1,900
240
$141K 0.07%
+12,349
241
$140K 0.07%
23,256
-1,063
242
$140K 0.07%
17,764
243
$132K 0.07%
16,048
+3,184
244
$125K 0.06%
10,107
245
$123K 0.06%
12,658
-36
246
$118K 0.06%
21,374
247
$118K 0.06%
10,148
248
$109K 0.05%
11,337
-114
249
$105K 0.05%
43,062
250
$104K 0.05%
10,779
7 8 9
10
11