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
$115M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$666K
2
+$315K
3
+$271K
4
VTV icon
Vanguard Value ETF
VTV
+$271K
5
TPR icon
Tapestry
TPR
+$262K

Top Sells

1
+$270K
2
+$251K
3
+$237K
4
MCK icon
McKesson
MCK
+$227K
5
VOD icon
Vodafone
VOD
+$205K

Sector Composition

1 Technology 12.97%
2 Financials 12.06%
3 Healthcare 11.43%
4 Energy 9.95%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$539K 0.47%
12,857
-168
77
$533K 0.46%
4,233
-22
78
$532K 0.46%
34,238
+8,706
79
$522K 0.45%
23,160
+3
80
$515K 0.45%
5,616
+310
81
$511K 0.44%
6,312
82
$504K 0.44%
7,051
+55
83
$501K 0.43%
6,939
-1,098
84
$492K 0.43%
2,641
-1,219
85
$489K 0.42%
13,399
+3,304
86
$488K 0.42%
6,070
-67
87
$483K 0.42%
15,561
+1,446
88
$483K 0.42%
6,079
89
$476K 0.41%
4,376
90
$473K 0.41%
5,837
+528
91
$471K 0.41%
5,304
-19
92
$457K 0.4%
13,700
-6,141
93
$452K 0.39%
81,479
-455
94
$448K 0.39%
6,040
+909
95
$438K 0.38%
10,678
-398
96
$437K 0.38%
32,128
-2,364
97
$428K 0.37%
798
-270
98
$428K 0.37%
45,235
+429
99
$426K 0.37%
29,098
+2,139
100
$421K 0.36%
4,852
2 3
4
5 6