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
$235M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$767K
2
+$629K
3
+$591K
4
DD
Du Pont De Nemours E I
DD
+$508K
5
WBA
Walgreens Boots Alliance
WBA
+$468K

Top Sells

1
+$313K
2
+$214K
3
+$203K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$203K
5
CMI icon
Cummins
CMI
+$201K

Sector Composition

1 Technology 12.84%
2 Healthcare 11.46%
3 Financials 10.84%
4 Industrials 10.84%
5 Energy 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$124K 0.05%
13,316
252
$120K 0.05%
10,330
-891
253
$120K 0.05%
14,705
-246
254
$118K 0.05%
+15,961
255
$105K 0.04%
15,591
256
$91K 0.04%
23,452
-697
257
$85K 0.04%
13,864
258
$77K 0.03%
25,550
-15,434
259
$68K 0.03%
14,352
260
$61K 0.03%
16,509
261
$59K 0.03%
13,504
262
$56K 0.02%
16,626
263
$52K 0.02%
2,043
264
$49K 0.02%
10,695
265
$45K 0.02%
18,438
-1,219
266
$2K ﹤0.01%
33,621
267
$1K ﹤0.01%
16,152
-1,380
268
– –
-1,276
269
– –
-7,483
270
– –
-12,337
271
– –
-8,044
272
– –
-10,592
273
– –
-14,647
274
– –
-15,330
275
– –
-4,965
8 9 10
11
12