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
$165M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$307K
2
+$291K
3
+$288K
4
QCOM icon
Qualcomm
QCOM
+$281K
5
AGN
Allergan plc
AGN
+$278K

Top Sells

1
+$244K
2
+$231K
3
+$227K
4
COF icon
Capital One
COF
+$218K
5
IX icon
ORIX
IX
+$201K

Sector Composition

1 Consumer Staples 10.97%
2 Healthcare 10.88%
3 Technology 10.66%
4 Energy 10.25%
5 Financials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.93%
15,976
+21
27
$1.51M 0.91%
27,011
+744
28
$1.46M 0.89%
172,863
+268
29
$1.41M 0.86%
38,382
+1,210
30
$1.4M 0.85%
55,631
31
$1.39M 0.84%
26,180
+12
32
$1.34M 0.81%
31,240
-250
33
$1.31M 0.79%
15,453
+1,594
34
$1.3M 0.79%
39,574
+807
35
$1.25M 0.76%
41,973
+2,642
36
$1.25M 0.76%
25,236
37
$1.2M 0.73%
28,254
+695
38
$1.18M 0.72%
29,172
+1,182
39
$1.11M 0.67%
10,934
+475
40
$1.08M 0.65%
70,145
-52
41
$1.07M 0.65%
8,820
+682
42
$1.04M 0.63%
22,051
-40
43
$1.04M 0.63%
40,658
+4,016
44
$1.02M 0.62%
23,466
+1,903
45
$1M 0.61%
7,096
+63
46
$996K 0.6%
25,641
-48
47
$995K 0.6%
5,973
48
$974K 0.59%
14,128
+118
49
$965K 0.59%
27,742
-28
50
$963K 0.58%
130,709
+4,404
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