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
$183M
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$796K
2
+$789K
3
+$690K
4
SLB icon
SLB Ltd
SLB
+$685K
5
COF icon
Capital One
COF
+$627K

Top Sells

1
+$1.15M
2
+$473K
3
+$425K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$410K
5
AGO icon
Assured Guaranty
AGO
+$367K

Sector Composition

1 Healthcare 14.06%
2 Technology 13.52%
3 Industrials 10.51%
4 Consumer Staples 10.23%
5 Financials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.57%
26,552
+7,903
52
$1.03M 0.56%
8,351
-66
53
$1.02M 0.56%
86,973
-2,548
54
$1M 0.55%
12,933
-150
55
$987K 0.54%
32,047
+3,488
56
$986K 0.54%
2,682
-19
57
$980K 0.54%
29,955
-211
58
$968K 0.53%
40,589
+20,208
59
$937K 0.51%
26,853
+13,346
60
$929K 0.51%
18,426
+12,435
61
$924K 0.51%
5,213
-27
62
$924K 0.51%
65,977
+34,420
63
$909K 0.5%
33,913
+29,430
64
$907K 0.5%
65,888
+661
65
$902K 0.49%
93,628
-6,556
66
$892K 0.49%
18,730
+562
67
$864K 0.47%
18,016
+3,294
68
$846K 0.46%
18,933
+53
69
$843K 0.46%
18,102
+973
70
$843K 0.46%
71,271
+12,765
71
$836K 0.46%
22,188
+7,739
72
$825K 0.45%
69,130
+57,837
73
$816K 0.45%
24,047
-90
74
$810K 0.44%
154,566
-5,011
75
$803K 0.44%
7,957
-40
1 2
3
4 5