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
$225M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$318K
2
+$302K
3
+$295K
4
HES
Hess
HES
+$285K
5
BF
BASF AKTIENGESELLT ADS(RP1 ORD
BF
+$283K

Top Sells

1
+$438K
2
+$212K
3
+$186K
4
PCG icon
PG&E
PCG
+$180K
5
AIG icon
American International
AIG
+$126K

Sector Composition

1 Technology 12.61%
2 Healthcare 11.5%
3 Industrials 10.57%
4 Financials 10.48%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$96K 0.04%
25,756
252
$87K 0.04%
19,657
-3,919
253
$82K 0.04%
15,330
254
$74K 0.03%
+2,043
255
$74K 0.03%
13,864
256
$71K 0.03%
14,352
257
$71K 0.03%
24,149
-849
258
$63K 0.03%
16,509
259
$58K 0.03%
16,626
260
$55K 0.02%
13,504
261
$49K 0.02%
10,695
262
$38K 0.02%
12,337
263
$23K 0.01%
33,621
+4,136
264
$2K ﹤0.01%
17,532
265
– –
-9,162
7 8 9 10
11