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
$129M
AUM Growth
-$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$429K
3
+$379K
4
UL icon
Unilever
UL
+$291K
5
EMN icon
Eastman Chemical
EMN
+$288K

Top Sells

1
+$568K
2
+$246K
3
+$216K
4
ELV icon
Elevance Health
ELV
+$213K
5
NUE icon
Nucor
NUE
+$201K

Sector Composition

1 Healthcare 12.11%
2 Financials 12%
3 Technology 11.89%
4 Energy 9.42%
5 Consumer Discretionary 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.99%
51,885
-2,649
27
$1.26M 0.97%
148,791
+6,192
28
$1.24M 0.96%
18,244
+10,922
29
$1.23M 0.95%
39,426
-191
30
$1.21M 0.93%
5,990
-413
31
$1.17M 0.9%
22,722
+2,714
32
$1.17M 0.9%
33,243
+26
33
$1.12M 0.87%
21,607
+511
34
$1.11M 0.85%
27,486
-281
35
$1.1M 0.85%
17,303
-557
36
$1.1M 0.85%
7,142
+771
37
$1.07M 0.83%
17,703
+941
38
$1.01M 0.78%
49,376
+3,268
39
$973K 0.75%
89,799
+20,112
40
$964K 0.74%
7,924
-817
41
$954K 0.74%
104,212
42
$936K 0.72%
39,061
+6,069
43
$922K 0.71%
7,120
+127
44
$920K 0.71%
16,917
-81
45
$914K 0.71%
39,073
46
$909K 0.7%
90,224
+16,934
47
$887K 0.69%
7,497
-499
48
$887K 0.69%
27,210
-201
49
$864K 0.67%
20,866
+684
50
$850K 0.66%
66,164
+6,582
1
2
3 4 5