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
$203M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$488K
3
+$391K
4
XOM icon
Exxon Mobil
XOM
+$348K
5
ASA
ASA Gold and Precious Metals
ASA
+$345K

Top Sells

1
+$1.69M
2
+$346K
3
+$331K
4
HES
Hess
HES
+$211K
5
TXN icon
Texas Instruments
TXN
+$203K

Sector Composition

1 Financials 12.22%
2 Technology 11.8%
3 Healthcare 11.26%
4 Industrials 9.67%
5 Energy 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.6%
22,497
+2,689
52
$1.22M 0.6%
33,947
-378
53
$1.19M 0.58%
30,510
+147
54
$1.15M 0.56%
20,745
+2,009
55
$1.15M 0.56%
9,898
-282
56
$1.15M 0.56%
4,711
+56
57
$1.14M 0.56%
5,954
58
$1.13M 0.56%
18,946
+3,594
59
$1.12M 0.55%
13,314
+453
60
$1.08M 0.53%
46,541
+6,426
61
$1.08M 0.53%
7,402
-5
62
$1.08M 0.53%
15,945
63
$1.06M 0.52%
77,561
-603
64
$1.04M 0.51%
6,215
-15
65
$1.03M 0.51%
13,793
-246
66
$1.01M 0.5%
21,315
-45
67
$1M 0.49%
18,063
-318
68
$996K 0.49%
7,828
-2
69
$996K 0.49%
77,390
-26,864
70
$983K 0.48%
29,271
+1,694
71
$974K 0.48%
4,032
72
$961K 0.47%
55,543
+2,647
73
$934K 0.46%
6,086
-24
74
$925K 0.46%
8,551
75
$899K 0.44%
5,924
-73
1 2
3
4 5