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
$208M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$422K
2
+$339K
3
+$309K
4
MAR icon
Marriott International
MAR
+$301K
5
ABBV icon
AbbVie
ABBV
+$285K

Top Sells

1
+$769K
2
+$302K
3
+$289K
4
CUK icon
Carnival PLC
CUK
+$289K
5
RTN
Raytheon Company
RTN
+$252K

Sector Composition

1 Technology 13.97%
2 Healthcare 12.96%
3 Industrials 9.62%
4 Financials 9.55%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-13,401
252
– –
-12,901
253
– –
-10,167
254
– –
-6,793
255
– –
-5,931
256
– –
-1,923
257
– –
-6,760
258
– –
-4,341
7 8 9 10
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