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
$174M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$654K
3
+$530K
4
AAPL icon
Apple
AAPL
+$469K
5
CXW icon
CoreCivic
CXW
+$282K

Top Sells

1
+$988K
2
+$221K
3
+$219K
4
CSI
Cutwater Select Income Fund
CSI
+$212K
5
KMB icon
Kimberly-Clark
KMB
+$209K

Sector Composition

1 Financials 12.25%
2 Technology 10.93%
3 Energy 10.82%
4 Healthcare 9.85%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.82%
23,941
-1,295
27
$1.42M 0.82%
26,570
-401
28
$1.38M 0.79%
161,601
-12,191
29
$1.38M 0.79%
28,872
-1,922
30
$1.37M 0.79%
37,761
-934
31
$1.34M 0.77%
42,096
+770
32
$1.32M 0.76%
28,916
-713
33
$1.32M 0.76%
42,509
-2,974
34
$1.3M 0.75%
60,514
+4,883
35
$1.3M 0.75%
37,606
-931
36
$1.29M 0.75%
+81,008
37
$1.28M 0.74%
15,276
-305
38
$1.28M 0.73%
25,469
+145
39
$1.27M 0.73%
16,050
+110
40
$1.26M 0.72%
93,442
+1,525
41
$1.22M 0.7%
33,575
-851
42
$1.21M 0.69%
25,450
-191
43
$1.17M 0.67%
30,560
-2,365
44
$1.15M 0.66%
77,516
+664
45
$1.11M 0.64%
16,603
-78
46
$1.11M 0.64%
50,224
-2,267
47
$1.08M 0.62%
21,011
-1,398
48
$1.08M 0.62%
6,922
-335
49
$1.07M 0.62%
16,503
-456
50
$1.05M 0.61%
7,976
+768
1
2
3 4 5