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
$194M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$465K
2
+$425K
3
+$404K
4
JLL icon
Jones Lang LaSalle
JLL
+$323K
5
FE icon
FirstEnergy
FE
+$322K

Top Sells

1
+$104K
2
+$89.6K
3
+$79K
4
CB icon
Chubb
CB
+$77.5K
5
NMR icon
Nomura Holdings
NMR
+$60.4K

Sector Composition

1 Financials 11.75%
2 Technology 11.62%
3 Healthcare 10.33%
4 Energy 9.68%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.61%
19,808
+3,305
52
$1.18M 0.61%
40,115
+2,509
53
$1.17M 0.6%
34,325
+750
54
$1.16M 0.6%
9,302
+663
55
$1.16M 0.6%
7,061
+476
56
$1.11M 0.57%
4,655
+215
57
$1.07M 0.55%
18,736
+4,511
58
$1.06M 0.54%
15,945
+1,207
59
$1.06M 0.54%
10,180
+426
60
$1.05M 0.54%
63,886
+5,666
61
$1.04M 0.54%
9,373
+2,898
62
$1.04M 0.54%
12,861
+637
63
$1.04M 0.54%
78,164
+6,230
64
$1.02M 0.53%
18,381
+960
65
$1.02M 0.53%
5,954
+213
66
$1.01M 0.52%
7,407
-569
67
$1M 0.52%
7,830
+838
68
$1M 0.52%
14,039
+905
69
$925K 0.48%
4,032
+89
70
$922K 0.48%
102,020
+6,357
71
$919K 0.47%
15,352
+3,049
72
$915K 0.47%
21,360
+757
73
$913K 0.47%
6,230
+832
74
$912K 0.47%
8,551
-35
75
$897K 0.46%
6,110
+455
1 2
3
4 5