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
$183M
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$796K
2
+$789K
3
+$690K
4
SLB icon
SLB Ltd
SLB
+$685K
5
COF icon
Capital One
COF
+$627K

Top Sells

1
+$1.15M
2
+$473K
3
+$425K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$410K
5
AGO icon
Assured Guaranty
AGO
+$367K

Sector Composition

1 Healthcare 14.06%
2 Technology 13.52%
3 Industrials 10.51%
4 Consumer Staples 10.23%
5 Financials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
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