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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.21M
3
+$2.14M
4
PFE icon
Pfizer
PFE
+$2.1M
5
WDC icon
Western Digital
WDC
+$1.96M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.53%
2 Technology 13.15%
3 Healthcare 11.48%
4 Energy 10.74%
5 Consumer Discretionary 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 1.01%
+30,337
27
$1.01M 0.96%
+25,354
28
$984K 0.93%
+41,782
29
$969K 0.92%
+19,229
30
$968K 0.92%
+10,686
31
$958K 0.91%
+48,450
32
$933K 0.89%
+41,591
33
$912K 0.87%
+15,599
34
$858K 0.81%
+9,393
35
$857K 0.81%
+48,622
36
$846K 0.8%
+19,182
37
$835K 0.79%
+54,132
38
$835K 0.79%
+18,397
39
$834K 0.79%
+102,858
40
$822K 0.78%
+11,631
41
$815K 0.77%
+24,214
42
$798K 0.76%
+15,628
43
$770K 0.73%
+62,808
44
$767K 0.73%
+63,954
45
$764K 0.73%
+5,594
46
$746K 0.71%
+5,010
47
$741K 0.7%
+18,495
48
$714K 0.68%
+9,502
49
$708K 0.67%
+9,827
50
$683K 0.65%
+6,594
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