PVWM
Point View Wealth Management Portfolio holdings
AUM
$246M
1-Year Est. Return
10.75%
1 Year Est. Return
+10.75%
AUM
$212M
AUM Growth
+$3.12M
(+1.5%)
Holding
267
Top Buys
| 1 | +$358K | |
| 2 | +$334K | |
| 3 | +$276K | |
| 4 |
FirstEnergy
FE
|
+$249K |
| 5 |
Corning
GLW
|
+$224K |
Top Sells
| 1 | +$356K | |
| 2 | +$314K | |
| 3 | +$255K | |
| 4 |
HES
Hess
HES
|
+$217K |
| 5 |
Nucor
NUE
|
+$208K |
Sector Composition
| 1 | Technology | 13.9% |
| 2 | Healthcare | 12.21% |
| 3 | Consumer Staples | 10.17% |
| 4 | Industrials | 9.96% |
| 5 | Financials | 9.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Goldman Sachs
GS
$270B
| $1.77M | 0.83% |
8,785
-261
|
|
||
27
Caterpillar
CAT
$285B
| $1.73M | 0.82% |
11,586
-280
|
|
||
28
Cisco
CSCO
$309B
| $1.69M | 0.8% |
42,856
-906
|
|
||
29
Home Depot
HD
$355B
| $1.67M | 0.79% |
6,026
-4
|
|
||
30
HP
HPQ
$23.4B
| $1.65M | 0.78% |
87,029
+113
|
|
||
31
UnitedHealth
UNH
$310B
| $1.61M | 0.76% |
5,178
-75
|
|
||
32
Boeing
BA
$161B
| $1.61M | 0.76% |
9,756
+431
|
|
||
33
SLB Ltd
SLB
$59.1B
| $1.57M | 0.74% |
101,084
+17,705
|
|
||
|
34
FirstEnergy
FE
$25.6B
| $1.56M | 0.74% |
54,394
+8,677
|
|
||
|
PARA
35
DELISTED
Paramount Global Class B
PARA
| $1.55M | 0.73% |
55,209
-1,150
|
|
||
36
Bank of America
BAC
$403B
| $1.53M | 0.72% |
63,556
+1,787
|
|
||
37
Citigroup
C
$202B
| $1.49M | 0.71% |
34,621
+50
|
|
||
38
AT&T
T
$175B
| $1.48M | 0.7% |
68,599
-9,169
|
|
||
39
Travelers Companies
TRV
$63.5B
| $1.45M | 0.68% |
13,367
-947
|
|
||
40
Seagate
STX
$63.4B
| $1.44M | 0.68% |
29,288
-4
|
|
||
41
MetLife
MET
$54.4B
| $1.42M | 0.67% |
38,282
-1,870
|
|
||
42
Procter & Gamble
PG
$332B
| $1.39M | 0.66% |
10,004
-464
|
|
||
43
Apple
AAPL
$4.11T
| $1.37M | 0.65% |
11,837
+853
|
|
||
44
Eastman Chemical
EMN
$7.45B
| $1.36M | 0.64% |
17,388
-561
|
|
||
45
BHP
BHP
$151B
| $1.32M | 0.63% |
28,675
-134
|
|
||
46
GE Aerospace
GE
$316B
| $1.31M | 0.62% |
42,143
-4,476
|
|
||
47
Exelon
EXC
$43.8B
| $1.3M | 0.61% |
50,820
-1,435
|
|
||
48
Kraft Heinz
KHC
$29B
| $1.2M | 0.57% |
40,090
+743
|
|
||
49
McKesson
MCK
$101B
| $1.2M | 0.57% |
8,051
-225
|
|
||
50
Johnson & Johnson
JNJ
$507B
| $1.19M | 0.56% |
7,971
+3
|
|