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
$125M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$484K
3
+$480K
4
GS icon
Goldman Sachs
GS
+$384K
5
DEO icon
Diageo
DEO
+$337K

Top Sells

1
+$1.26M
2
+$356K
3
+$269K
4
HSBC icon
HSBC
HSBC
+$212K
5
IX icon
ORIX
IX
+$210K

Sector Composition

1 Technology 11.85%
2 Healthcare 11.63%
3 Financials 11.6%
4 Consumer Staples 9.66%
5 Energy 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$817K 0.65%
37,821
+22,719
52
$785K 0.63%
28,815
+4,001
53
$780K 0.62%
14,346
+43
54
$771K 0.62%
46,571
-1,156
55
$770K 0.62%
16,060
+4,662
56
$761K 0.61%
102,588
-979
57
$754K 0.6%
22,282
+249
58
$748K 0.6%
4,112
-11
59
$736K 0.59%
6,375
+736
60
$727K 0.58%
18,327
+3,518
61
$724K 0.58%
16,638
+258
62
$722K 0.58%
56,284
-6,686
63
$721K 0.58%
53,110
+3,998
64
$717K 0.57%
8,709
+27
65
$698K 0.56%
14,699
+2,248
66
$698K 0.56%
56,688
-3,911
67
$697K 0.56%
25,523
-876
68
$684K 0.55%
43,879
+1,160
69
$678K 0.54%
7,770
-733
70
$670K 0.54%
4,857
71
$654K 0.52%
5,975
-568
72
$644K 0.51%
4,915
+210
73
$641K 0.51%
6,865
+660
74
$639K 0.51%
23,432
-1,060
75
$632K 0.51%
6,117
1 2
3
4 5