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
$110M
AUM Growth
+$4.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$494K
2
+$370K
3
+$288K
4
FE icon
FirstEnergy
FE
+$270K
5
NXJ icon
Nuveen New Jersey Quality Municipal Income Fund
NXJ
+$264K

Top Sells

1
+$749K
2
+$289K
3
+$209K
4
DEO icon
Diageo
DEO
+$207K
5
OUBS
USB AG (NEW)
OUBS
+$204K

Sector Composition

1 Technology 13.51%
2 Financials 12.06%
3 Healthcare 11.96%
4 Energy 10.21%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$499K 0.45%
6,312
-170
77
$497K 0.45%
6,996
+333
78
$493K 0.45%
14,332
-137
79
$492K 0.45%
5,932
-610
80
$487K 0.44%
13,025
-291
81
$484K 0.44%
7,111
+963
82
$473K 0.43%
23,157
-156
83
$473K 0.43%
6,137
-36
84
$457K 0.42%
34,492
+19,935
85
$453K 0.41%
81,934
-1,802
86
$451K 0.41%
5,323
-9
87
$435K 0.4%
4,376
88
$429K 0.39%
8,197
-90
89
$412K 0.38%
4,845
-526
90
$412K 0.38%
4,852
91
$410K 0.37%
27,899
-413
92
$408K 0.37%
14,968
+79
93
$407K 0.37%
6,079
94
$406K 0.37%
7,151
+750
95
$398K 0.36%
5,309
+753
96
$397K 0.36%
34,997
-2,924
97
$393K 0.36%
44,806
-825
98
$389K 0.35%
21,687
-2,752
99
$386K 0.35%
37,584
100
$384K 0.35%
6,788
+1
2 3
4
5 6