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
$183M
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$796K
2
+$789K
3
+$690K
4
SLB icon
SLB Ltd
SLB
+$685K
5
COF icon
Capital One
COF
+$627K

Top Sells

1
+$1.15M
2
+$473K
3
+$425K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$410K
5
AGO icon
Assured Guaranty
AGO
+$367K

Sector Composition

1 Healthcare 14.06%
2 Technology 13.52%
3 Industrials 10.51%
4 Consumer Staples 10.23%
5 Financials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.86%
23,077
-188
27
$1.51M 0.83%
86,919
+7,230
28
$1.48M 0.81%
35,144
+2,051
29
$1.46M 0.8%
29,907
-263
30
$1.42M 0.78%
9,207
+333
31
$1.41M 0.77%
12,124
+1,191
32
$1.4M 0.77%
178,456
+26,000
33
$1.4M 0.76%
53,183
-1,453
34
$1.37M 0.75%
13,768
+339
35
$1.35M 0.74%
99,871
+50,781
36
$1.34M 0.73%
8,959
+3,702
37
$1.33M 0.73%
5,319
-133
38
$1.32M 0.72%
71,847
-397
39
$1.29M 0.71%
60,968
+1,084
40
$1.26M 0.69%
41,313
+2,555
41
$1.25M 0.69%
16,731
+2,440
42
$1.21M 0.66%
26,479
+6,408
43
$1.2M 0.66%
107,468
+20,861
44
$1.2M 0.66%
10,882
-282
45
$1.18M 0.64%
40,956
+14,022
46
$1.13M 0.62%
6,030
+460
47
$1.1M 0.61%
8,170
-163
48
$1.09M 0.59%
43,879
+18,414
49
$1.08M 0.59%
28,033
+8,089
50
$1.07M 0.59%
8,190
-925
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2
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