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
$208M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$499K
2
+$376K
3
+$318K
4
CMCSA icon
Comcast
CMCSA
+$316K
5
MAR icon
Marriott International
MAR
+$297K

Top Sells

1
+$769K
2
+$303K
3
+$293K
4
CUK icon
Carnival PLC
CUK
+$281K
5
RTN
Raytheon Company
RTN
+$252K

Sector Composition

1 Technology 13.97%
2 Healthcare 12.96%
3 Industrials 9.62%
4 Financials 9.55%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.6%
17,949
-153
52
$1.17M 0.56%
15,186
-1,545
53
$1.13M 0.54%
18,181
-549
54
$1.12M 0.54%
7,968
-222
55
$1.11M 0.53%
11,313
+3,237
56
$1.11M 0.53%
87,272
+299
57
$1.1M 0.53%
26,066
-413
58
$1.06M 0.51%
16,875
-1,551
59
$1.05M 0.51%
26,843
-1,190
60
$1.04M 0.5%
65,246
-642
61
$1.03M 0.5%
6,928
-562
62
$1.02M 0.49%
92,664
-964
63
$1M 0.48%
10,984
-224
64
$1M 0.48%
30,593
+3,740
65
$998K 0.48%
24,338
-1,398
66
$992K 0.48%
70,805
-466
67
$991K 0.48%
18,741
-192
68
$983K 0.47%
11,237
-1,696
69
$968K 0.46%
8,351
70
$937K 0.45%
100,064
-7,404
71
$920K 0.44%
4,904
-309
72
$916K 0.44%
39,285
-1,304
73
$910K 0.44%
152,410
-2,156
74
$895K 0.43%
10,261
-123
75
$893K 0.43%
14,460
-734
1 2
3
4 5