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
$138M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$806K
3
+$761K
4
WMT icon
Walmart Inc. Common Stock
WMT
+$618K
5
ERC
Allspring Multi-Sector Income Fund
ERC
+$566K

Top Sells

1
+$1.19M
2
+$698K
3
+$269K
4
DVN icon
Devon Energy
DVN
+$244K
5
LLY icon
Eli Lilly
LLY
+$203K

Sector Composition

1 Technology 11.43%
2 Healthcare 11.34%
3 Financials 11.3%
4 Consumer Staples 10.58%
5 Energy 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$829K 0.6%
25,358
-36,430
52
$816K 0.59%
113,758
-7,943
53
$816K 0.59%
31,010
-2,395
54
$807K 0.58%
5,402
+290
55
$806K 0.58%
+91,251
56
$799K 0.58%
13,723
-623
57
$782K 0.57%
55,509
+2,399
58
$771K 0.56%
5,830
-545
59
$769K 0.56%
4,062
-50
60
$769K 0.56%
44,442
+6,838
61
$766K 0.55%
9,641
+3,279
62
$761K 0.55%
+25,358
63
$753K 0.54%
44,756
+877
64
$750K 0.54%
7,305
+440
65
$749K 0.54%
101,430
-1,158
66
$746K 0.54%
63,007
-58,918
67
$739K 0.53%
7,713
-57
68
$728K 0.53%
15,584
-476
69
$727K 0.53%
18,654
+327
70
$724K 0.52%
25,344
-179
71
$706K 0.51%
6,796
+521
72
$695K 0.5%
6,094
-1,099
73
$682K 0.49%
4,720
-195
74
$676K 0.49%
53,283
-3,405
75
$675K 0.49%
19,844
+187
1 2
3
4 5