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
$211M
AUM Growth
+$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$251K
2
+$238K
3
+$225K
4
TEL icon
TE Connectivity
TEL
+$223K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$217K

Top Sells

1
+$1.4M
2
+$677K
3
+$581K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$568K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$462K

Sector Composition

1 Technology 12.62%
2 Financials 12.02%
3 Industrials 10.52%
4 Energy 10.51%
5 Healthcare 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
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