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
$134M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$648K
2
+$494K
3
+$403K
4
BHI
Baker Hughes
BHI
+$381K
5
DE icon
Deere & Co
DE
+$348K

Top Sells

1
+$330K
2
+$299K
3
+$239K
4
HSBC icon
HSBC
HSBC
+$208K
5
NEM icon
Newmont
NEM
+$201K

Sector Composition

1 Technology 15.88%
2 Financials 11.05%
3 Healthcare 10.71%
4 Communication Services 9.65%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$585K 0.44%
15,017
-389
77
$568K 0.42%
5,999
78
$568K 0.42%
16,168
79
$561K 0.42%
6,093
80
$559K 0.42%
29,664
+3,774
81
$559K 0.42%
9,908
-1,015
82
$546K 0.41%
30,519
+3,926
83
$540K 0.4%
2,603
-38
84
$533K 0.4%
5,896
+854
85
$530K 0.39%
12,616
-1,214
86
$529K 0.39%
49,204
+3,142
87
$516K 0.38%
4,260
-12
88
$516K 0.38%
51,173
-176
89
$511K 0.38%
14,628
-873
90
$507K 0.38%
6,588
-68
91
$507K 0.38%
6,802
+264
92
$503K 0.37%
17,040
+3,155
93
$494K 0.37%
+7,322
94
$492K 0.37%
26,556
-1,611
95
$462K 0.34%
746
-52
96
$461K 0.34%
6,892
-557
97
$447K 0.33%
3,545
+361
98
$438K 0.33%
23,091
+254
99
$436K 0.32%
83,021
+562
100
$434K 0.32%
6,183
-288
2 3
4
5 6