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
$174M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$654K
3
+$530K
4
AAPL icon
Apple
AAPL
+$469K
5
CXW icon
CoreCivic
CXW
+$282K

Top Sells

1
+$988K
2
+$221K
3
+$219K
4
CSI
Cutwater Select Income Fund
CSI
+$212K
5
KMB icon
Kimberly-Clark
KMB
+$209K

Sector Composition

1 Financials 12.25%
2 Technology 10.93%
3 Energy 10.82%
4 Healthcare 9.85%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.61%
6,585
-185
52
$1.04M 0.6%
5,741
-226
53
$1.01M 0.58%
14,738
-1,063
54
$995K 0.57%
8,639
+3
55
$977K 0.56%
77,735
+9,283
56
$961K 0.55%
10,504
-226
57
$960K 0.55%
17,421
-32
58
$947K 0.55%
71,934
+4,204
59
$936K 0.54%
25,816
-4,717
60
$932K 0.54%
4,440
+1,325
61
$931K 0.54%
26,519
+2,870
62
$927K 0.53%
14,225
-200
63
$919K 0.53%
12,224
+303
64
$919K 0.53%
9,754
-62
65
$893K 0.51%
8,586
-204
66
$888K 0.51%
13,134
-657
67
$867K 0.5%
20,603
-1,361
68
$825K 0.47%
5,446
-55
69
$813K 0.47%
4,705
-129
70
$807K 0.46%
6,992
-501
71
$797K 0.46%
58,220
-3,710
72
$787K 0.45%
3,943
-99
73
$772K 0.44%
24,298
-936
74
$764K 0.44%
24,049
+321
75
$762K 0.44%
6,095
-816
1 2
3
4 5