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
$174M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$654K
3
+$530K
4
AAPL icon
Apple
AAPL
+$469K
5
CXW icon
CoreCivic
CXW
+$282K

Top Sells

1
+$988K
2
+$221K
3
+$219K
4
CSI
Cutwater Select Income Fund
CSI
+$212K
5
KMB icon
Kimberly-Clark
KMB
+$209K

Sector Composition

1 Financials 12.25%
2 Technology 10.93%
3 Energy 10.82%
4 Healthcare 9.85%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-27,705
252
– –
-10,000
253
– –
-2,090
7 8 9 10
11