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
$225M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$318K
2
+$302K
3
+$295K
4
HES
Hess
HES
+$285K
5
BF
BASF AKTIENGESELLT ADS(RP1 ORD
BF
+$283K

Top Sells

1
+$438K
2
+$212K
3
+$186K
4
PCG icon
PG&E
PCG
+$180K
5
AIG icon
American International
AIG
+$126K

Sector Composition

1 Technology 12.61%
2 Healthcare 11.5%
3 Industrials 10.57%
4 Financials 10.48%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$218K 0.1%
16,521
227
$216K 0.1%
+1,298
228
$214K 0.1%
8,044
-284
229
$208K 0.09%
+7,200
230
$207K 0.09%
12,359
+287
231
$207K 0.09%
+4,055
232
$203K 0.09%
4,965
-584
233
$203K 0.09%
+7,483
234
$201K 0.09%
+1,276
235
$199K 0.09%
16,490
-1,287
236
$196K 0.09%
10,191
237
$191K 0.08%
11,221
-414
238
$190K 0.08%
14,908
-3,358
239
$183K 0.08%
10,264
240
$172K 0.08%
11,406
241
$158K 0.07%
14,951
242
$150K 0.07%
23,421
-323
243
$146K 0.06%
10,592
244
$135K 0.06%
17,294
-2,514
245
$120K 0.05%
13,316
246
$117K 0.05%
15,786
-7,594
247
$115K 0.05%
40,984
248
$107K 0.05%
15,591
249
$105K 0.05%
14,647
+134
250
$96K 0.04%
25,756
7 8 9
10
11