PVWM

Point View Wealth Management Portfolio holdings

AUM $246M
1-Year Est. Return 10.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$251K
2
+$238K
3
+$225K
4
TEL icon
TE Connectivity
TEL
+$223K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$217K

Top Sells

1
+$1.4M
2
+$677K
3
+$581K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$568K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$462K

Sector Composition

1 Technology 12.62%
2 Financials 12.02%
3 Industrials 10.52%
4 Energy 10.51%
5 Healthcare 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$207K 0.1%
+1,224
227
$206K 0.1%
8,191
-2,767
228
$204K 0.1%
+4,235
229
$204K 0.1%
+766
230
$201K 0.1%
+1,167
231
$199K 0.09%
13,051
232
$175K 0.08%
15,117
-269
233
$172K 0.08%
21,693
234
$169K 0.08%
10,471
235
$154K 0.07%
15,413
236
$139K 0.07%
32,301
-12,072
237
$116K 0.06%
31,766
-17,697
238
$109K 0.05%
24,392
239
$105K 0.05%
24,196
-10,998
240
$104K 0.05%
12,288
-6,005
241
$104K 0.05%
14,352
-9,771
242
$100K 0.05%
+32,279
243
$98K 0.05%
10,779
244
$97K 0.05%
16,626
-6,465
245
$88K 0.04%
14,717
246
$79K 0.04%
13,546
-9,710
247
$57K 0.03%
18,387
-24,675
248
$51K 0.02%
10,695
249
$48K 0.02%
22,254
-7,765
250
– –
-13,247
7 8 9
10
11