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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.21M
3
+$2.14M
4
PFE icon
Pfizer
PFE
+$2.1M
5
WDC icon
Western Digital
WDC
+$1.96M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.53%
2 Technology 13.15%
3 Healthcare 11.48%
4 Energy 10.74%
5 Consumer Discretionary 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$506K 0.48%
+8,266
77
$492K 0.47%
+5,332
78
$479K 0.45%
+6,173
79
$475K 0.45%
+24,312
80
$467K 0.44%
+9,505
81
$463K 0.44%
+37,584
82
$456K 0.43%
+83,736
83
$453K 0.43%
+24,439
84
$444K 0.42%
+8,287
85
$431K 0.41%
+6,663
86
$424K 0.4%
+4,852
87
$421K 0.4%
+6,148
88
$418K 0.4%
+45,631
89
$412K 0.39%
+23,313
90
$408K 0.39%
+4,688
91
$404K 0.38%
+8,825
92
$403K 0.38%
+14,889
93
$397K 0.38%
+4,376
94
$391K 0.37%
+55,951
95
$382K 0.36%
+49,178
96
$379K 0.36%
+8,268
97
$378K 0.36%
+5,371
98
$376K 0.36%
+6,079
99
$370K 0.35%
+6,787
100
$370K 0.35%
+10,479
2 3
4
5 6