PVWM
Point View Wealth Management Portfolio holdings
AUM
$246M
1-Year Return
10.75%
This Quarter Return
+2.27%
1 Year Return
+10.75%
3 Year Return
+27.13%
5 Year Return
+74.51%
10 Year Return
–
AUM
$215M
AUM Growth
+$7.04M
(+3.4%)
Cap. Flow
+$2.81M
Cap. Flow
% of AUM
1.3%
Top 10 Holdings %
Top 10 Hldgs %
15.47%
Holding
270
New
13
Increased
75
Reduced
114
Closed
11
Top Buys
| 1 |
AEF
abrdn Emerging Markets Equity Income Fund
AEF
|
$677K |
| 2 |
MDR
McDermott International
MDR
|
$548K |
| 3 |
GE Aerospace
GE
|
$526K |
| 4 |
Arista Networks
ANET
|
$515K |
| 5 |
CoreCivic
CXW
|
$399K |
Top Sells
Sector Composition
| 1 | Technology | 12.96% |
| 2 | Healthcare | 11.6% |
| 3 | Energy | 11.02% |
| 4 | Financials | 10.83% |
| 5 | Industrials | 10.34% |
