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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.21M
3
+$2.14M
4
PFE icon
Pfizer
PFE
+$2.1M
5
WDC icon
Western Digital
WDC
+$1.96M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.53%
2 Technology 13.15%
3 Healthcare 11.48%
4 Energy 10.74%
5 Consumer Discretionary 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$681K 0.65%
+14,125
52
$676K 0.64%
+53,632
53
$660K 0.63%
+12,672
54
$659K 0.63%
+5,738
55
$637K 0.6%
+3,550
56
$630K 0.6%
+3,903
57
$603K 0.57%
+37,921
58
$591K 0.56%
+14,469
59
$591K 0.56%
+7,843
60
$586K 0.56%
+6,400
61
$582K 0.55%
+4,329
62
$581K 0.55%
+6,641
63
$573K 0.54%
+19,294
64
$563K 0.53%
+19,323
65
$562K 0.53%
+6,542
66
$557K 0.53%
+5,831
67
$553K 0.53%
+13,867
68
$553K 0.53%
+6,176
69
$547K 0.52%
+23,302
70
$534K 0.51%
+6,482
71
$532K 0.51%
+22,763
72
$532K 0.51%
+12,266
73
$511K 0.49%
+13,316
74
$510K 0.48%
+1,068
75
$506K 0.48%
+9,477
1 2
3
4 5