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
$118M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$430K
2
+$359K
3
+$353K
4
FE icon
FirstEnergy
FE
+$344K
5
DE icon
Deere & Co
DE
+$311K

Top Sells

1
+$666K
2
+$271K
3
+$239K
4
IX icon
ORIX
IX
+$234K
5
HES
Hess
HES
+$226K

Sector Composition

1 Technology 13.02%
2 Financials 11.91%
3 Healthcare 11.58%
4 Energy 9.13%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$555K 0.47%
16,168
-372
77
$543K 0.46%
9,339
78
$534K 0.45%
5,999
+383
79
$526K 0.45%
22,809
-247
80
$525K 0.45%
4,272
+39
81
$525K 0.45%
8,601
+767
82
$517K 0.44%
15,406
-155
83
$514K 0.44%
2,641
84
$505K 0.43%
6,240
+403
85
$497K 0.42%
10,923
-241
86
$495K 0.42%
15,501
+428
87
$491K 0.42%
6,040
-30
88
$487K 0.41%
6,538
+498
89
$482K 0.41%
22,302
-858
90
$476K 0.4%
13,885
+2,102
91
$460K 0.39%
6,656
-395
92
$457K 0.39%
47,134
+1,899
93
$453K 0.38%
26,593
+4,603
94
$452K 0.38%
33,664
+1,536
95
$452K 0.38%
82,459
+980
96
$449K 0.38%
13,748
+349
97
$447K 0.38%
6,939
98
$443K 0.38%
5,042
-262
99
$437K 0.37%
7,747
100
$436K 0.37%
4,406
+30
2 3
4
5 6