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
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$499K
2
+$376K
3
+$318K
4
CMCSA icon
Comcast
CMCSA
+$316K
5
MAR icon
Marriott International
MAR
+$297K

Top Sells

1
+$769K
2
+$303K
3
+$293K
4
CUK icon
Carnival PLC
CUK
+$281K
5
RTN
Raytheon Company
RTN
+$252K

Sector Composition

1 Technology 13.97%
2 Healthcare 12.96%
3 Industrials 9.62%
4 Financials 9.55%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 0.85%
77,768
-3,234
27
$1.77M 0.85%
45,717
-1,706
28
$1.77M 0.85%
34,571
-573
29
$1.71M 0.82%
9,325
+366
30
$1.63M 0.78%
14,314
+546
31
$1.62M 0.78%
44,173
+10,260
32
$1.59M 0.76%
46,619
-1,696
33
$1.55M 0.74%
5,253
-66
34
$1.53M 0.74%
83,379
-16,492
35
$1.51M 0.73%
86,916
-3
36
$1.51M 0.72%
6,030
37
$1.5M 0.72%
11,866
-258
38
$1.47M 0.7%
61,769
+801
39
$1.47M 0.7%
40,152
-1,161
40
$1.42M 0.68%
29,292
-615
41
$1.36M 0.65%
58,265
-12,567
42
$1.35M 0.65%
52,255
-928
43
$1.31M 0.63%
31,278
-769
44
$1.31M 0.63%
56,359
-9,618
45
$1.31M 0.63%
2,443
-239
46
$1.28M 0.61%
28,809
-1,146
47
$1.27M 0.61%
8,276
+106
48
$1.26M 0.6%
49,235
+8,279
49
$1.25M 0.6%
39,347
-4,532
50
$1.25M 0.6%
10,468
-414
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