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
$225M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$318K
2
+$302K
3
+$295K
4
HES
Hess
HES
+$285K
5
BF
BASF AKTIENGESELLT ADS(RP1 ORD
BF
+$283K

Top Sells

1
+$438K
2
+$212K
3
+$186K
4
PCG icon
PG&E
PCG
+$180K
5
AIG icon
American International
AIG
+$126K

Sector Composition

1 Technology 12.61%
2 Healthcare 11.5%
3 Industrials 10.57%
4 Financials 10.48%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.59%
45,544
+5,592
52
$1.33M 0.59%
19,407
-74
53
$1.33M 0.59%
9,508
-167
54
$1.31M 0.58%
17,312
-334
55
$1.3M 0.58%
9,893
-183
56
$1.3M 0.58%
8,445
-206
57
$1.22M 0.54%
28,160
-56
58
$1.2M 0.53%
48,525
-198
59
$1.19M 0.53%
27,734
-2,932
60
$1.19M 0.53%
19,987
+2,707
61
$1.19M 0.53%
8,770
-341
62
$1.16M 0.51%
93,283
+3,396
63
$1.15M 0.51%
6,016
+87
64
$1.15M 0.51%
73,525
+453
65
$1.1M 0.49%
9,396
-981
66
$1.07M 0.48%
135,654
-676
67
$1.05M 0.47%
24,455
-113
68
$1.05M 0.47%
20,844
-127
69
$1.05M 0.47%
67,845
-724
70
$1.02M 0.45%
74,400
+1,644
71
$1.02M 0.45%
17,758
+31
72
$983K 0.44%
16,706
-333
73
$970K 0.43%
6,926
-72
74
$965K 0.43%
11,370
-200
75
$953K 0.42%
29,864
-40
1 2
3
4 5