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
$208M
AUM Growth
+$5.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$439K
3
+$355K
4
JCI icon
Johnson Controls International
JCI
+$312K
5
IGR
CBRE Global Real Estate Income Fund
IGR
+$279K

Top Sells

1
+$1.23M
2
+$424K
3
+$312K
4
PG icon
Procter & Gamble
PG
+$303K
5
MSFT icon
Microsoft
MSFT
+$289K

Sector Composition

1 Technology 11.89%
2 Financials 11.7%
3 Healthcare 10.61%
4 Energy 10.34%
5 Industrials 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 0.88%
29,793
+468
27
$1.82M 0.87%
102,573
-3,954
28
$1.81M 0.87%
58,619
+391
29
$1.76M 0.84%
35,101
+2,162
30
$1.72M 0.82%
14,015
-100
31
$1.69M 0.81%
6,643
-244
32
$1.6M 0.77%
79,996
-2,081
33
$1.58M 0.76%
41,619
+1,736
34
$1.55M 0.74%
42,759
-1,770
35
$1.51M 0.73%
30,526
-94
36
$1.5M 0.72%
9,316
-582
37
$1.4M 0.67%
161,444
-7,328
38
$1.4M 0.67%
18,182
-331
39
$1.39M 0.67%
54,995
+1,979
40
$1.37M 0.66%
7,010
+10
41
$1.32M 0.63%
24,892
-1,194
42
$1.31M 0.63%
20,092
-1,842
43
$1.3M 0.63%
20,745
+1,799
44
$1.3M 0.62%
15,926
-582
45
$1.29M 0.62%
64,251
+17,710
46
$1.28M 0.62%
24,777
+4,032
47
$1.27M 0.61%
10,298
-643
48
$1.26M 0.61%
78,543
-1,746
49
$1.24M 0.59%
33,180
-767
50
$1.23M 0.59%
13,537
+223
1
2
3 4 5