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
$221M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$918K
3
+$652K
4
WBA
Walgreens Boots Alliance
WBA
+$497K
5
BIIB icon
Biogen
BIIB
+$327K

Top Sells

1
+$624K
2
+$374K
3
+$360K
4
ETN icon
Eaton
ETN
+$357K
5
MRK icon
Merck
MRK
+$343K

Sector Composition

1 Technology 12.45%
2 Healthcare 11.46%
3 Industrials 11.03%
4 Financials 10.88%
5 Consumer Staples 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$216K 0.1%
7,200
227
$212K 0.1%
1,193
-49
228
$212K 0.1%
2,134
-211
229
$211K 0.1%
15,047
-1,474
230
$209K 0.09%
6,108
-394
231
$204K 0.09%
689
-127
232
$203K 0.09%
13,068
+855
233
$202K 0.09%
+1,300
234
$202K 0.09%
+6,418
235
$201K 0.09%
2,389
236
$200K 0.09%
10,561
+761
237
$200K 0.09%
1,841
-100
238
$190K 0.09%
14,160
-2,330
239
$185K 0.08%
11,406
240
$180K 0.08%
13,294
-1,614
241
$158K 0.07%
8,685
242
$155K 0.07%
14,451
-254
243
$151K 0.07%
12,276
-5
244
$145K 0.07%
15,125
245
$143K 0.06%
22,739
246
$127K 0.06%
25,756
247
$124K 0.06%
16,937
-357
248
$122K 0.06%
13,316
249
$107K 0.05%
10,093
-237
250
$105K 0.05%
15,591
7 8 9
10
11