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
$225M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$318K
2
+$302K
3
+$295K
4
HES
Hess
HES
+$285K
5
BF
BASF AKTIENGESELLT ADS(RP1 ORD
BF
+$283K

Top Sells

1
+$438K
2
+$212K
3
+$186K
4
PCG icon
PG&E
PCG
+$180K
5
AIG icon
American International
AIG
+$126K

Sector Composition

1 Technology 12.61%
2 Healthcare 11.5%
3 Industrials 10.57%
4 Financials 10.48%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 0.91%
86,236
-5
27
$1.94M 0.86%
68,919
+5,316
28
$1.89M 0.84%
13,793
-15
29
$1.89M 0.84%
37,864
+2,978
30
$1.85M 0.82%
31,368
+1,536
31
$1.83M 0.81%
37,584
-1,143
32
$1.83M 0.81%
43,048
-241
33
$1.82M 0.81%
28,298
+225
34
$1.8M 0.8%
65,320
+3,200
35
$1.73M 0.77%
43,734
-1,740
36
$1.71M 0.76%
8,879
-24
37
$1.64M 0.73%
28,818
+774
38
$1.63M 0.72%
66,045
-1,301
39
$1.59M 0.71%
33,215
-232
40
$1.57M 0.7%
6,357
-77
41
$1.55M 0.69%
28,775
+5,605
42
$1.51M 0.67%
77,608
+3,320
43
$1.47M 0.65%
18,203
-174
44
$1.46M 0.65%
120,335
-614
45
$1.44M 0.64%
74,039
+7,578
46
$1.38M 0.61%
26,070
-119
47
$1.37M 0.61%
183,596
+8,295
48
$1.37M 0.61%
13,129
-346
49
$1.36M 0.61%
74,938
-1,420
50
$1.35M 0.6%
94,316
-4,047
1
2
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