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
$194M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$468K
2
+$452K
3
+$372K
4
CVX icon
Chevron
CVX
+$326K
5
JLL icon
Jones Lang LaSalle
JLL
+$315K

Top Sells

1
+$104K
2
+$89.6K
3
+$79K
4
CB icon
Chubb
CB
+$76.5K
5
NMR icon
Nomura Holdings
NMR
+$62K

Sector Composition

1 Financials 11.75%
2 Technology 11.57%
3 Healthcare 10.33%
4 Energy 9.68%
5 Industrials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$50K 0.03%
+10,695
252
– –
-20,854
253
– –
-56
254
– –
-38
255
– –
-10,408
7 8 9 10
11