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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 | +$361K | |
| 2 | +$329K | |
| 3 | +$327K | |
| 4 |
FirstEnergy
FE
|
+$272K |
| 5 |
Loews
L
|
+$230K |
Top Sells
| 1 | +$367K | |
| 2 | +$285K | |
| 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
Berkshire Hathaway Class B
BRK.B
$1.07T
| – | – |
-1,124
|
|
||
252
Genworth Financial
GNW
$3.43B
| – | – |
-16,509
|
|
||
253
Mitsubishi UFJ Financial
MUFG
$229B
| – | – |
-14,352
|
|
||
|
BBBY
254
DELISTED
Bed Bath & Beyond Inc
BBBY
| – | – |
-10,219
|
|
||
|
BMY.RT
255
DELISTED
Bristol-Myers Squibb Company Contingent Value Rights
BMY.RT
| – | – |
-11,761
|
|