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
$118M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$430K
2
+$359K
3
+$353K
4
FE icon
FirstEnergy
FE
+$344K
5
DE icon
Deere & Co
DE
+$311K

Top Sells

1
+$666K
2
+$271K
3
+$239K
4
IX icon
ORIX
IX
+$234K
5
HES
Hess
HES
+$226K

Sector Composition

1 Technology 13.02%
2 Financials 11.91%
3 Healthcare 11.58%
4 Energy 9.13%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 1%
45,098
-1,778
27
$1.15M 0.98%
45,620
+1,732
28
$1.1M 0.94%
9,344
-253
29
$1.07M 0.9%
11,347
+67
30
$1.06M 0.9%
27,294
+689
31
$1.02M 0.86%
30,258
+10,239
32
$1M 0.85%
16,651
-101
33
$995K 0.84%
107,604
34
$989K 0.84%
18,314
+709
35
$967K 0.82%
6,638
-132
36
$919K 0.78%
17,712
-145
37
$894K 0.76%
17,254
+3,277
38
$884K 0.75%
11,552
-6
39
$883K 0.75%
39,721
-105
40
$846K 0.72%
16,922
-871
41
$842K 0.71%
18,189
-156
42
$829K 0.7%
23,058
+1,462
43
$828K 0.7%
4,565
+158
44
$819K 0.69%
33,682
-231
45
$796K 0.68%
19,182
46
$784K 0.67%
52,998
-118
47
$755K 0.64%
7,083
+504
48
$753K 0.64%
8,932
-373
49
$740K 0.63%
9,351
-73
50
$737K 0.63%
26,379
+2,543
1
2
3 4 5