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
$221M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$918K
3
+$652K
4
WBA
Walgreens Boots Alliance
WBA
+$497K
5
BIIB icon
Biogen
BIIB
+$327K

Top Sells

1
+$624K
2
+$374K
3
+$360K
4
ETN icon
Eaton
ETN
+$357K
5
MRK icon
Merck
MRK
+$343K

Sector Composition

1 Technology 12.45%
2 Healthcare 11.46%
3 Industrials 11.03%
4 Financials 10.88%
5 Consumer Staples 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.58%
25,526
+3,554
52
$1.27M 0.57%
17,169
-619
53
$1.27M 0.57%
102,553
-17,410
54
$1.26M 0.57%
21,992
+811
55
$1.25M 0.57%
72,244
-2,554
56
$1.25M 0.56%
9,114
-708
57
$1.24M 0.56%
18,500
-876
58
$1.21M 0.55%
24,327
-1,548
59
$1.2M 0.54%
5,517
-742
60
$1.17M 0.53%
26,337
-1,427
61
$1.13M 0.51%
13,622
-4,295
62
$1.13M 0.51%
6,995
-189
63
$1.13M 0.51%
8,120
-299
64
$1.12M 0.51%
74,046
+3,918
65
$1.06M 0.48%
77,865
-12,867
66
$1.04M 0.47%
8,066
-1,430
67
$1.03M 0.47%
47,387
-1,317
68
$1.02M 0.46%
25,334
+19
69
$991K 0.45%
33,600
-282
70
$990K 0.45%
2,718
-303
71
$989K 0.45%
24,082
-338
72
$985K 0.45%
20,639
-872
73
$971K 0.44%
17,552
+8,987
74
$969K 0.44%
11,370
75
$966K 0.44%
51,227
-6,551
1 2
3
4 5