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
$138M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$806K
3
+$761K
4
WMT icon
Walmart Inc. Common Stock
WMT
+$618K
5
ERC
Allspring Multi-Sector Income Fund
ERC
+$566K

Top Sells

1
+$1.19M
2
+$698K
3
+$269K
4
DVN icon
Devon Energy
DVN
+$244K
5
LLY icon
Eli Lilly
LLY
+$203K

Sector Composition

1 Technology 11.43%
2 Healthcare 11.34%
3 Financials 11.3%
4 Consumer Staples 10.58%
5 Energy 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 0.97%
176,221
+4,039
27
$1.3M 0.94%
252,232
+226,991
28
$1.2M 0.87%
37,942
+2,608
29
$1.16M 0.84%
16,427
-202
30
$1.13M 0.82%
30,780
-228
31
$1.11M 0.81%
30,392
+7,082
32
$1.11M 0.8%
8,413
-309
33
$1.1M 0.8%
55,588
+11,220
34
$1.1M 0.79%
25,626
+1,194
35
$1.05M 0.76%
109,543
+11,203
36
$1.04M 0.75%
25,266
-99
37
$1.03M 0.75%
63,380
-197
38
$1M 0.73%
22,139
+5
39
$1M 0.73%
116,858
+11,731
40
$971K 0.7%
34,655
-70
41
$960K 0.69%
20,777
+4,139
42
$932K 0.67%
10,597
+179
43
$921K 0.67%
6,292
-83
44
$920K 0.66%
16,933
-24
45
$913K 0.66%
22,963
-970
46
$877K 0.63%
5,973
47
$873K 0.63%
28,744
-71
48
$866K 0.63%
7,407
+1,290
49
$845K 0.61%
7,185
-82
50
$837K 0.6%
61,983
+5,699
1
2
3 4 5