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
$115M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$666K
2
+$315K
3
+$271K
4
VTV icon
Vanguard Value ETF
VTV
+$271K
5
TPR icon
Tapestry
TPR
+$262K

Top Sells

1
+$270K
2
+$251K
3
+$237K
4
MCK icon
McKesson
MCK
+$227K
5
VOD icon
Vodafone
VOD
+$205K

Sector Composition

1 Technology 12.97%
2 Financials 12.06%
3 Healthcare 11.43%
4 Energy 9.95%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.92%
11,280
-184
27
$1.05M 0.91%
123,079
+2,894
28
$1.05M 0.91%
11,582
+365
29
$1.05M 0.91%
107,604
-4,949
30
$997K 0.86%
26,605
-3,732
31
$991K 0.86%
11,558
-33
32
$965K 0.84%
16,752
+615
33
$961K 0.83%
17,605
+736
34
$943K 0.82%
6,770
-42
35
$939K 0.81%
17,857
-299
36
$932K 0.81%
21,596
-1,510
37
$922K 0.8%
39,826
38
$919K 0.8%
18,345
-470
39
$916K 0.79%
53,116
40
$911K 0.79%
43,888
+11,443
41
$899K 0.78%
49,104
-10,902
42
$882K 0.76%
33,913
-475
43
$871K 0.76%
17,793
-2,102
44
$850K 0.74%
19,182
45
$820K 0.71%
9,424
46
$816K 0.71%
64,784
-306
47
$782K 0.68%
53,347
-415
48
$764K 0.66%
4,407
+291
49
$755K 0.65%
9,305
-15
50
$713K 0.62%
25,550
+2,834
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