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
$235M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$767K
2
+$629K
3
+$591K
4
DD
Du Pont De Nemours E I
DD
+$508K
5
WBA
Walgreens Boots Alliance
WBA
+$468K

Top Sells

1
+$313K
2
+$214K
3
+$203K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$203K
5
CMI icon
Cummins
CMI
+$201K

Sector Composition

1 Technology 12.84%
2 Healthcare 11.46%
3 Financials 10.84%
4 Industrials 10.84%
5 Energy 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 0.9%
41,906
-75
27
$2.11M 0.9%
27,777
-1,041
28
$2.1M 0.9%
42,363
-685
29
$2.09M 0.89%
61,227
-165
30
$2.07M 0.88%
13,835
+42
31
$2.04M 0.87%
38,880
+1,016
32
$2.02M 0.86%
33,072
-408
33
$2M 0.85%
44,466
+732
34
$1.95M 0.83%
37,520
-64
35
$1.92M 0.82%
66,308
+988
36
$1.9M 0.81%
33,331
+1,963
37
$1.87M 0.8%
33,882
+5,584
38
$1.79M 0.76%
8,762
-117
39
$1.61M 0.68%
77,397
-211
40
$1.56M 0.66%
33,108
-107
41
$1.53M 0.65%
73,884
-155
42
$1.53M 0.65%
6,259
-98
43
$1.5M 0.64%
119,963
-372
44
$1.49M 0.64%
17,917
-286
45
$1.46M 0.62%
27,376
-358
46
$1.41M 0.6%
64,816
-1,229
47
$1.41M 0.6%
12,819
-310
48
$1.38M 0.59%
17,788
+476
49
$1.38M 0.59%
25,875
-195
50
$1.37M 0.58%
93,877
-439
1
2
3 4 5