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
$155M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$410K
2
+$409K
3
+$407K
4
LVS icon
Las Vegas Sands
LVS
+$390K
5
AXP icon
American Express
AXP
+$386K

Top Sells

1
+$9.38M
2
+$1.59M
3
+$554K
4
JSM
Navient Corp 6% Senior Notes due December 15 2043
JSM
+$229K
5
CS
Credit Suisse Group
CS
+$215K

Sector Composition

1 Technology 11.12%
2 Consumer Staples 10.86%
3 Healthcare 10.77%
4 Financials 10.19%
5 Energy 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.91%
26,267
+5,490
27
$1.41M 0.91%
26,168
+50
28
$1.4M 0.9%
172,595
-3,626
29
$1.38M 0.89%
117,326
+7,783
30
$1.29M 0.83%
125,996
+12,238
31
$1.25M 0.81%
38,767
-316
32
$1.24M 0.8%
27,990
+2,364
33
$1.17M 0.75%
33,906
+3,514
34
$1.16M 0.74%
85,129
+3,188
35
$1.15M 0.74%
27,559
-224,673
36
$1.14M 0.74%
31,490
+710
37
$1.14M 0.73%
13,859
+4,218
38
$1.09M 0.7%
126,305
+9,447
39
$1.08M 0.69%
5,973
40
$1.03M 0.66%
10,459
-138
41
$1.02M 0.66%
15,934
-493
42
$999K 0.64%
39,331
+8,321
43
$997K 0.64%
27,770
-974
44
$993K 0.64%
70,197
+8,214
45
$974K 0.63%
15,566
+5,547
46
$955K 0.61%
22,091
-872
47
$946K 0.61%
25,689
+423
48
$937K 0.6%
62,423
-957
49
$931K 0.6%
75,565
+12,558
50
$915K 0.59%
88,832
-2,419
1
2
3 4 5