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
$194M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$465K
2
+$425K
3
+$404K
4
JLL icon
Jones Lang LaSalle
JLL
+$323K
5
FE icon
FirstEnergy
FE
+$322K

Top Sells

1
+$104K
2
+$89.6K
3
+$79K
4
CB icon
Chubb
CB
+$77.5K
5
NMR icon
Nomura Holdings
NMR
+$60.4K

Sector Composition

1 Financials 11.75%
2 Technology 11.62%
3 Healthcare 10.33%
4 Energy 9.68%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 0.82%
141,539
+10,886
27
$1.55M 0.8%
81,586
+578
28
$1.53M 0.79%
50,916
+3,506
29
$1.5M 0.78%
106,233
+28,498
30
$1.47M 0.76%
70,772
+10,258
31
$1.46M 0.75%
31,671
+1,111
32
$1.45M 0.75%
168,929
+7,328
33
$1.44M 0.74%
44,378
+2,282
34
$1.44M 0.74%
104,254
+10,812
35
$1.44M 0.74%
39,814
+2,053
36
$1.43M 0.74%
79,876
+2,360
37
$1.43M 0.74%
29,291
+2,721
38
$1.39M 0.72%
15,518
+242
39
$1.39M 0.72%
30,363
+1,491
40
$1.38M 0.71%
30,049
+1,133
41
$1.37M 0.71%
21,995
+984
42
$1.37M 0.71%
27,487
+2,018
43
$1.36M 0.7%
18,415
+1,812
44
$1.29M 0.66%
27,577
+1,058
45
$1.26M 0.65%
16,013
-37
46
$1.25M 0.65%
39,063
+13,247
47
$1.24M 0.64%
26,322
+872
48
$1.24M 0.64%
7,017
+95
49
$1.22M 0.63%
51,574
+1,350
50
$1.21M 0.63%
10,742
+238
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2
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