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
$115M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$666K
2
+$315K
3
+$271K
4
VTV icon
Vanguard Value ETF
VTV
+$271K
5
TPR icon
Tapestry
TPR
+$262K

Top Sells

1
+$270K
2
+$251K
3
+$237K
4
MCK icon
McKesson
MCK
+$227K
5
VOD icon
Vodafone
VOD
+$205K

Sector Composition

1 Technology 12.97%
2 Financials 12.06%
3 Healthcare 11.43%
4 Energy 9.95%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$703K 0.61%
18,924
-370
52
$695K 0.6%
20,019
+3,669
53
$688K 0.6%
6,579
+175
54
$685K 0.59%
23,836
-98
55
$678K 0.59%
6,537
-57
56
$678K 0.59%
23,206
-96
57
$667K 0.58%
8,157
-10
58
$666K 0.58%
+3,714
59
$663K 0.57%
4,793
-81
60
$658K 0.57%
13,977
+448
61
$656K 0.57%
52,017
-667
62
$642K 0.56%
5,510
63
$628K 0.54%
6,053
-123
64
$622K 0.54%
5,711
65
$619K 0.54%
14,056
-69
66
$612K 0.53%
6,650
-69
67
$610K 0.53%
6,062
+130
68
$588K 0.51%
4,618
-963
69
$587K 0.51%
23,056
+10,647
70
$576K 0.5%
11,164
-139
71
$568K 0.49%
16,540
-2,409
72
$565K 0.49%
7,525
+414
73
$547K 0.47%
15,073
+741
74
$542K 0.47%
9,339
-138
75
$541K 0.47%
17,332
+2,364
1 2
3
4 5