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
$235M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$767K
2
+$629K
3
+$591K
4
DD
Du Pont De Nemours E I
DD
+$508K
5
WBA
Walgreens Boots Alliance
WBA
+$468K

Top Sells

1
+$313K
2
+$214K
3
+$203K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$203K
5
CMI icon
Cummins
CMI
+$201K

Sector Composition

1 Technology 12.84%
2 Healthcare 11.46%
3 Financials 10.84%
4 Industrials 10.84%
5 Energy 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.58%
182,371
-1,225
52
$1.34M 0.57%
9,837
-56
53
$1.34M 0.57%
82,100
+7,162
54
$1.34M 0.57%
9,822
+1,052
55
$1.32M 0.56%
9,496
-12
56
$1.32M 0.56%
9,822
+426
57
$1.31M 0.56%
57,778
+12,234
58
$1.29M 0.55%
19,376
-31
59
$1.26M 0.54%
27,764
-396
60
$1.23M 0.52%
5,929
-87
61
$1.23M 0.52%
48,704
+179
62
$1.19M 0.5%
21,181
+1,194
63
$1.18M 0.5%
8,419
-26
64
$1.18M 0.5%
74,798
+398
65
$1.18M 0.5%
90,732
-2,551
66
$1.14M 0.49%
3,021
-33
67
$1.06M 0.45%
129,992
-5,662
68
$1.06M 0.45%
7,184
+258
69
$1.06M 0.45%
16,238
+9,670
70
$1.05M 0.45%
70,128
+2,283
71
$1.05M 0.45%
32,218
-58
72
$1.04M 0.44%
21,972
+5,758
73
$1.04M 0.44%
16,644
-62
74
$1.03M 0.44%
29,750
-114
75
$1M 0.43%
21,511
+1,943
1 2
3
4 5