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
$134M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$648K
2
+$494K
3
+$403K
4
BHI
Baker Hughes
BHI
+$381K
5
DE icon
Deere & Co
DE
+$348K

Top Sells

1
+$330K
2
+$299K
3
+$239K
4
HSBC icon
HSBC
HSBC
+$208K
5
NEM icon
Newmont
NEM
+$201K

Sector Composition

1 Technology 15.88%
2 Financials 11.05%
3 Healthcare 10.71%
4 Communication Services 9.65%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 1.01%
28,102
+2,542
27
$1.35M 1%
41,948
-3,150
28
$1.34M 1%
146,141
+70,550
29
$1.29M 0.96%
33,217
+2,959
30
$1.24M 0.92%
6,403
-235
31
$1.2M 0.89%
11,342
-5
32
$1.19M 0.88%
21,232
+2,918
33
$1.19M 0.88%
142,599
-2,582
34
$1.13M 0.84%
27,767
+473
35
$1.08M 0.81%
20,008
+2,754
36
$1.05M 0.78%
16,762
+111
37
$1.04M 0.78%
8,741
-603
38
$1.03M 0.76%
104,212
-3,392
39
$1.02M 0.76%
46,108
+488
40
$977K 0.73%
6,371
+1,806
41
$932K 0.69%
16,998
-714
42
$921K 0.69%
39,073
-648
43
$884K 0.66%
17,860
-329
44
$873K 0.65%
32,992
-690
45
$857K 0.64%
63,600
+29,936
46
$835K 0.62%
27,411
+1,032
47
$820K 0.61%
59,582
+18,129
48
$808K 0.6%
7,996
-161
49
$804K 0.6%
11,649
+97
50
$793K 0.59%
18,430
-752
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2
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