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
$155M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$410K
2
+$409K
3
+$407K
4
LVS icon
Las Vegas Sands
LVS
+$390K
5
AXP icon
American Express
AXP
+$386K

Top Sells

1
+$9.38M
2
+$1.59M
3
+$554K
4
JSM
Navient Corp 6% Senior Notes due December 15 2043
JSM
+$229K
5
CS
Credit Suisse Group
CS
+$215K

Sector Composition

1 Technology 11.12%
2 Consumer Staples 10.86%
3 Healthcare 10.77%
4 Financials 10.19%
5 Energy 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$907K 0.58%
7,033
-152
52
$905K 0.58%
58,249
+10,559
53
$881K 0.57%
8,138
+833
54
$878K 0.57%
14,010
+287
55
$870K 0.56%
21,071
+5,706
56
$869K 0.56%
64,381
+8,872
57
$868K 0.56%
21,563
+5,979
58
$868K 0.56%
25,236
-122
59
$859K 0.55%
6,769
+2,049
60
$847K 0.55%
36,642
+11,689
61
$844K 0.54%
6,150
-142
62
$842K 0.54%
34,655
63
$842K 0.54%
62,768
+9,485
64
$840K 0.54%
9,312
+1,882
65
$834K 0.54%
11,540
+2,264
66
$834K 0.54%
17,251
+318
67
$831K 0.53%
5,454
+52
68
$821K 0.53%
6,892
-515
69
$802K 0.52%
21,928
+3,274
70
$795K 0.51%
22,274
+135
71
$784K 0.5%
7,339
-374
72
$780K 0.5%
23,196
+2,904
73
$779K 0.5%
25,308
-36
74
$776K 0.5%
5,817
-13
75
$774K 0.5%
4,054
-8
1 2
3
4 5