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
$221M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$918K
3
+$652K
4
WBA
Walgreens Boots Alliance
WBA
+$497K
5
BIIB icon
Biogen
BIIB
+$327K

Top Sells

1
+$624K
2
+$374K
3
+$360K
4
ETN icon
Eaton
ETN
+$357K
5
MRK icon
Merck
MRK
+$343K

Sector Composition

1 Technology 12.45%
2 Healthcare 11.46%
3 Industrials 11.03%
4 Financials 10.88%
5 Consumer Staples 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 0.89%
39,459
-5,007
27
$1.95M 0.88%
39,366
-5,990
28
$1.91M 0.86%
42,785
+3,905
29
$1.89M 0.86%
54,855
-6,372
30
$1.87M 0.84%
24,468
-3,309
31
$1.85M 0.84%
63,597
-2,711
32
$1.78M 0.81%
+52,244
33
$1.78M 0.81%
37,826
-4,537
34
$1.77M 0.8%
8,555
-207
35
$1.66M 0.75%
30,847
-2,261
36
$1.64M 0.74%
28,733
-4,339
37
$1.63M 0.74%
63,277
-1,539
38
$1.43M 0.65%
59,432
-13,209
39
$1.41M 0.64%
11,346
-1,473
40
$1.4M 0.64%
81,180
+7,296
41
$1.37M 0.62%
72,235
-5,162
42
$1.36M 0.62%
68,572
-13,528
43
$1.36M 0.61%
33,884
-8,022
44
$1.34M 0.61%
90,507
-3,370
45
$1.34M 0.61%
24,067
-3,309
46
$1.34M 0.61%
30,375
-7,145
47
$1.33M 0.6%
10,544
+722
48
$1.31M 0.59%
165,056
-17,315
49
$1.3M 0.59%
5,598
-331
50
$1.29M 0.58%
8,535
-1,302
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