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
$118M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$430K
2
+$359K
3
+$353K
4
FE icon
FirstEnergy
FE
+$344K
5
DE icon
Deere & Co
DE
+$311K

Top Sells

1
+$666K
2
+$271K
3
+$239K
4
IX icon
ORIX
IX
+$234K
5
HES
Hess
HES
+$226K

Sector Composition

1 Technology 13.02%
2 Financials 11.91%
3 Healthcare 11.58%
4 Energy 9.13%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$731K 0.62%
64,784
52
$704K 0.6%
8,157
53
$703K 0.6%
19,751
+12,074
54
$680K 0.58%
5,353
-157
55
$675K 0.57%
46,062
-3,042
56
$670K 0.57%
75,591
+40,462
57
$667K 0.57%
6,357
-180
58
$660K 0.56%
56,082
+2,735
59
$654K 0.55%
18,322
-602
60
$649K 0.55%
28,167
+2,617
61
$645K 0.55%
6,093
+40
62
$643K 0.55%
4,766
-27
63
$619K 0.53%
6,825
+175
64
$609K 0.52%
19,575
+2,243
65
$604K 0.51%
51,349
-668
66
$601K 0.51%
7,926
+401
67
$599K 0.51%
23,206
68
$596K 0.51%
6,354
+292
69
$591K 0.5%
12,858
+1
70
$588K 0.5%
41,453
+7,215
71
$583K 0.49%
4,578
-40
72
$576K 0.49%
13,830
-226
73
$569K 0.48%
6,207
-105
74
$566K 0.48%
25,890
+16,144
75
$565K 0.48%
5,624
-87
1 2
3
4 5