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
$134M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$648K
2
+$494K
3
+$403K
4
BHI
Baker Hughes
BHI
+$381K
5
DE icon
Deere & Co
DE
+$348K

Top Sells

1
+$330K
2
+$299K
3
+$239K
4
HSBC icon
HSBC
HSBC
+$208K
5
NEM icon
Newmont
NEM
+$201K

Sector Composition

1 Technology 15.88%
2 Financials 11.05%
3 Healthcare 10.71%
4 Communication Services 9.65%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$781K 0.58%
50,358
-2,640
52
$758K 0.56%
20,182
+431
53
$747K 0.56%
69,687
+4,903
54
$747K 0.56%
15,965
-957
55
$741K 0.55%
73,290
+17,208
56
$736K 0.55%
23,258
+200
57
$732K 0.54%
8,631
+705
58
$720K 0.54%
6,993
+168
59
$712K 0.53%
6,197
-160
60
$703K 0.52%
8,465
-467
61
$689K 0.51%
6,587
-496
62
$675K 0.5%
4,346
-420
63
$668K 0.5%
4,857
-496
64
$653K 0.49%
25,511
+5,936
65
$644K 0.48%
9,254
-97
66
$638K 0.47%
13,848
+5,410
67
$635K 0.47%
18,058
-264
68
$630K 0.47%
6,005
-202
69
$629K 0.47%
12,773
-85
70
$627K 0.47%
7,063
+823
71
$617K 0.46%
10,102
+1,501
72
$617K 0.46%
34,032
+4,080
73
$613K 0.46%
22,176
-1,030
74
$609K 0.45%
9,261
-78
75
$588K 0.44%
4,527
-51
1 2
3
4 5