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
$110M
AUM Growth
+$4.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$494K
2
+$370K
3
+$288K
4
FE icon
FirstEnergy
FE
+$270K
5
NXJ icon
Nuveen New Jersey Quality Municipal Income Fund
NXJ
+$264K

Top Sells

1
+$749K
2
+$289K
3
+$209K
4
DEO icon
Diageo
DEO
+$207K
5
OUBS
USB AG (NEW)
OUBS
+$204K

Sector Composition

1 Technology 13.51%
2 Financials 12.06%
3 Healthcare 11.96%
4 Energy 10.21%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.96%
47,265
+5,674
27
$1.05M 0.95%
48,036
-414
28
$1.02M 0.93%
11,217
+1,824
29
$1.02M 0.93%
6,812
-94
30
$1M 0.91%
120,185
+17,327
31
$999K 0.91%
18,815
-414
32
$982K 0.89%
8,401
-1,247
33
$980K 0.89%
16,137
+538
34
$976K 0.89%
11,464
+778
35
$959K 0.87%
39,826
-1,956
36
$946K 0.86%
19,895
+10,390
37
$909K 0.83%
23,106
-2,248
38
$903K 0.82%
18,156
-241
39
$893K 0.81%
19,182
40
$843K 0.77%
16,869
+1,241
41
$829K 0.75%
53,116
-1,016
42
$823K 0.75%
34,388
+10,076
43
$815K 0.74%
11,591
-40
44
$757K 0.69%
4,116
+566
45
$754K 0.69%
65,090
+1,136
46
$741K 0.67%
23,934
-280
47
$736K 0.67%
9,424
-78
48
$730K 0.66%
19,841
-20,358
49
$721K 0.66%
53,762
-9,046
50
$710K 0.65%
9,320
-507
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