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
$246M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$300K
3
+$278K
4
INTC icon
Intel
INTC
+$274K
5
BCO icon
Brink's
BCO
+$257K

Top Sells

1
+$917K
2
+$636K
3
+$467K
4
XOM icon
Exxon Mobil
XOM
+$453K
5
T icon
AT&T
T
+$378K

Sector Composition

1 Technology 13.66%
2 Financials 11.66%
3 Healthcare 11.23%
4 Industrials 10.3%
5 Consumer Staples 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
C icon
26
Citigroup
C
$184B
$2.17M 0.88%
35,129
+508
CSCO icon
27
Cisco
CSCO
$300B
$2.16M 0.88%
48,208
+5,352
HPQ icon
28
HP
HPQ
$22.8B
$2.13M 0.87%
86,718
-311
IBM icon
29
IBM
IBM
$286B
$2.13M 0.86%
17,683
-566
CAT icon
30
Caterpillar
CAT
$266B
$2.04M 0.83%
11,233
-353
BA icon
31
Boeing
BA
$142B
$2.01M 0.82%
9,410
-346
PARA
32
DELISTED
Paramount Global Class B
PARA
$1.96M 0.8%
52,700
-2,509
BAC icon
33
Bank of America
BAC
$389B
$1.95M 0.79%
64,267
+711
KR icon
34
Kroger
KR
$44.8B
$1.94M 0.79%
61,167
+1,130
VTR icon
35
Ventas
VTR
$37.8B
$1.92M 0.78%
39,137
-3,817
TRV icon
36
Travelers Companies
TRV
$64.8B
$1.84M 0.75%
13,097
-270
MET icon
37
MetLife
MET
$50.3B
$1.83M 0.74%
38,901
+619
UNH icon
38
UnitedHealth
UNH
$293B
$1.81M 0.73%
5,150
-28
STX icon
39
Seagate
STX
$58.8B
$1.8M 0.73%
29,024
-264
EMN icon
40
Eastman Chemical
EMN
$7.07B
$1.71M 0.69%
17,042
-346
FE icon
41
FirstEnergy
FE
$26.8B
$1.67M 0.68%
54,666
+272
BHP icon
42
BHP
BHP
$140B
$1.64M 0.67%
28,115
-560
AAPL icon
43
Apple
AAPL
$4.18T
$1.59M 0.65%
12,013
+176
EXC icon
44
Exelon
EXC
$46.1B
$1.52M 0.62%
50,445
-375
B
45
Barrick Mining
B
$71.4B
$1.46M 0.59%
63,893
-5,325
URI icon
46
United Rentals
URI
$51.2B
$1.43M 0.58%
6,178
-479
PG icon
47
Procter & Gamble
PG
$345B
$1.42M 0.57%
10,185
+181
KHC icon
48
Kraft Heinz
KHC
$30B
$1.42M 0.57%
40,827
+737
EMR icon
49
Emerson Electric
EMR
$74.1B
$1.41M 0.57%
17,484
+53
WFC icon
50
Wells Fargo
WFC
$268B
$1.39M 0.56%
45,955
+4,125
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