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
276
-27,336