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
$125M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$484K
3
+$480K
4
GS icon
Goldman Sachs
GS
+$384K
5
DEO icon
Diageo
DEO
+$337K

Top Sells

1
+$1.26M
2
+$356K
3
+$269K
4
HSBC icon
HSBC
HSBC
+$212K
5
IX icon
ORIX
IX
+$210K

Sector Composition

1 Technology 11.85%
2 Healthcare 11.63%
3 Financials 11.6%
4 Consumer Staples 9.66%
5 Energy 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 1%
25,241
+1,455
27
$1.24M 0.99%
12,484
+534
28
$1.21M 0.97%
8,722
+1,448
29
$1.19M 0.95%
39,355
-952
30
$1.11M 0.88%
35,334
+1,953
31
$1.05M 0.84%
22,318
+4,851
32
$1.04M 0.83%
23,310
+767
33
$1.04M 0.83%
24,432
+2,595
34
$1.01M 0.81%
89,044
+18,406
35
$999K 0.8%
16,629
-641
36
$993K 0.79%
25,365
-747
37
$963K 0.77%
98,340
+15,868
38
$955K 0.76%
105,127
+15,002
39
$952K 0.76%
121,701
+22,287
40
$940K 0.75%
44,368
+4,307
41
$911K 0.73%
63,577
-1,612
42
$880K 0.7%
5,973
43
$879K 0.7%
34,725
-3,995
44
$871K 0.7%
16,957
+113
45
$861K 0.69%
6,375
-117
46
$859K 0.69%
33,405
+8,433
47
$845K 0.68%
23,933
-27
48
$843K 0.67%
7,267
-126
49
$835K 0.67%
7,193
-336
50
$826K 0.66%
10,418
+1,905
1
2
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