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
$165M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$307K
2
+$291K
3
+$288K
4
QCOM icon
Qualcomm
QCOM
+$281K
5
AGN
Allergan plc
AGN
+$278K

Top Sells

1
+$244K
2
+$231K
3
+$227K
4
COF icon
Capital One
COF
+$218K
5
IX icon
ORIX
IX
+$201K

Sector Composition

1 Consumer Staples 10.97%
2 Healthcare 10.88%
3 Technology 10.66%
4 Energy 10.25%
5 Financials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$956K 0.58%
16,000
+434
52
$953K 0.58%
75,964
+399
53
$951K 0.58%
7,323
+554
54
$942K 0.57%
7,208
+316
55
$937K 0.57%
7,240
-99
56
$930K 0.56%
22,427
+1,356
57
$929K 0.56%
87,521
-1,311
58
$911K 0.55%
61,453
-970
59
$889K 0.54%
34,655
60
$866K 0.53%
60,980
-1,788
61
$858K 0.52%
9,903
+591
62
$843K 0.51%
5,585
+131
63
$831K 0.5%
25,308
64
$826K 0.5%
17,451
+200
65
$825K 0.5%
33,863
-43
66
$814K 0.49%
64,724
+343
67
$813K 0.49%
15,934
68
$813K 0.49%
22,746
+472
69
$805K 0.49%
26,047
+2,531
70
$799K 0.48%
65,146
+6,897
71
$796K 0.48%
11,719
+179
72
$788K 0.48%
22,752
+824
73
$784K 0.48%
6,122
-28
74
$767K 0.47%
4,042
-12
75
$759K 0.46%
16,809
+1,639
1 2
3
4 5