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
$235M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$767K
2
+$629K
3
+$591K
4
DD
Du Pont De Nemours E I
DD
+$508K
5
WBA
Walgreens Boots Alliance
WBA
+$468K

Top Sells

1
+$313K
2
+$214K
3
+$203K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$203K
5
CMI icon
Cummins
CMI
+$201K

Sector Composition

1 Technology 12.84%
2 Healthcare 11.46%
3 Financials 10.84%
4 Industrials 10.84%
5 Energy 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$228K 0.1%
4,297
227
$226K 0.1%
16,521
228
$225K 0.1%
+2,349
229
$225K 0.1%
+1,499
230
$217K 0.09%
5,292
-398
231
$217K 0.09%
2,345
-83
232
$216K 0.09%
10,946
-164
233
$215K 0.09%
7,200
234
$215K 0.09%
3,901
235
$214K 0.09%
16,490
236
$210K 0.09%
+8,650
237
$206K 0.09%
9,800
-690
238
$205K 0.09%
10,191
239
$202K 0.09%
4,606
-549
240
$201K 0.09%
+2,447
241
$199K 0.08%
14,908
242
$180K 0.08%
11,406
243
$176K 0.07%
15,125
-2,545
244
$175K 0.07%
12,281
-78
245
$163K 0.07%
25,353
-488
246
$161K 0.07%
22,739
247
$158K 0.07%
8,685
-1,579
248
$142K 0.06%
14,652
-1,134
249
$139K 0.06%
25,756
250
$129K 0.05%
17,294
8 9
10
11 12