PVWM
Point View Wealth Management Portfolio holdings
AUM
$246M
1-Year Est. Return
10.77%
This Fund
S&P 500
1 Year Est. Return
+10.77%
AUM
$212M
AUM Growth
+$3.12M
(+1.5%)
Holding
267
Top Buys
| 1 | +$358K | |
| 2 | +$334K | |
| 3 | +$276K | |
| 4 |
FirstEnergy
FE
|
+$249K |
| 5 |
Corning
GLW
|
+$224K |
Top Sells
| 1 | +$356K | |
| 2 | +$314K | |
| 3 | +$255K | |
| 4 |
HES
Hess
HES
|
+$217K |
| 5 |
Nucor
NUE
|
+$208K |
Sector Composition
| 1 | Technology | 13.9% |
| 2 | Healthcare | 12.21% |
| 3 | Consumer Staples | 10.17% |
| 4 | Industrials | 9.96% |
| 5 | Financials | 9.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Genworth Financial
GNW
$3.35B
| – | – |
-16,509
|
|
||
252
Ecolab
ECL
$80.1B
| – | – |
-1,281
|
|
||
253
Berkshire Hathaway Class B
BRK.B
$1.03T
| – | – |
-1,124
|
|
||
|
HES
254
DELISTED
Hess
HES
| – | – |
-4,198
|
|
||
255
Mitsubishi UFJ Financial
MUFG
$206B
| – | – |
-14,352
|
|