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
$203M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$488K
3
+$391K
4
XOM icon
Exxon Mobil
XOM
+$348K
5
ASA
ASA Gold and Precious Metals
ASA
+$345K

Top Sells

1
+$1.69M
2
+$346K
3
+$331K
4
HES
Hess
HES
+$211K
5
TXN icon
Texas Instruments
TXN
+$203K

Sector Composition

1 Financials 12.22%
2 Technology 11.8%
3 Healthcare 11.26%
4 Industrials 9.67%
5 Energy 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 0.85%
155,831
+14,292
27
$1.7M 0.84%
58,228
+5,586
28
$1.7M 0.84%
106,527
+294
29
$1.69M 0.83%
54,997
+4,081
30
$1.48M 0.73%
44,406
+5,343
31
$1.47M 0.72%
21,934
-61
32
$1.46M 0.72%
168,772
-157
33
$1.45M 0.71%
32,939
+5,452
34
$1.44M 0.71%
18,513
+98
35
$1.44M 0.71%
82,077
+2,201
36
$1.42M 0.7%
16,299
+781
37
$1.41M 0.7%
44,529
+151
38
$1.37M 0.67%
10,941
+1,568
39
$1.37M 0.67%
30,620
+1,329
40
$1.36M 0.67%
6,887
-130
41
$1.35M 0.66%
39,883
+69
42
$1.33M 0.66%
26,086
-236
43
$1.33M 0.65%
16,508
+495
44
$1.3M 0.64%
7,000
-61
45
$1.29M 0.64%
9,752
+450
46
$1.29M 0.63%
53,016
+1,442
47
$1.28M 0.63%
80,289
-1,297
48
$1.26M 0.62%
10,692
-50
49
$1.24M 0.61%
32,076
+405
50
$1.24M 0.61%
29,895
-154
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2
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