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
$129M
AUM Growth
-$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$429K
3
+$379K
4
UL icon
Unilever
UL
+$291K
5
EMN icon
Eastman Chemical
EMN
+$288K

Top Sells

1
+$568K
2
+$246K
3
+$216K
4
ELV icon
Elevance Health
ELV
+$213K
5
NUE icon
Nucor
NUE
+$201K

Sector Composition

1 Healthcare 12.11%
2 Financials 12%
3 Technology 11.89%
4 Energy 9.42%
5 Consumer Discretionary 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$846K 0.65%
19,002
+572
52
$830K 0.64%
20,058
+6,210
53
$828K 0.64%
60,358
-3,242
54
$808K 0.62%
50,083
-275
55
$806K 0.62%
16,584
+619
56
$800K 0.62%
25,955
+444
57
$797K 0.62%
24,566
+1,308
58
$769K 0.59%
8,701
+236
59
$766K 0.59%
4,123
-223
60
$766K 0.59%
7,189
+126
61
$741K 0.57%
9,469
-633
62
$714K 0.55%
11,462
-187
63
$696K 0.54%
14,119
+8,702
64
$688K 0.53%
4,587
+60
65
$682K 0.53%
6,117
-80
66
$664K 0.51%
13,273
+500
67
$663K 0.51%
6,591
+4
68
$662K 0.51%
8,503
-128
69
$659K 0.51%
4,857
70
$641K 0.5%
5,645
-360
71
$634K 0.49%
5,573
-51
72
$628K 0.49%
49,291
+17,590
73
$618K 0.48%
18,058
74
$616K 0.48%
6,362
+269
75
$605K 0.47%
5,800
-199
1 2
3
4 5