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
$129M
AUM Growth
-$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$429K
3
+$379K
4
UL icon
Unilever
UL
+$291K
5
EMN icon
Eastman Chemical
EMN
+$288K

Top Sells

1
+$568K
2
+$246K
3
+$216K
4
ELV icon
Elevance Health
ELV
+$213K
5
NUE icon
Nucor
NUE
+$201K

Sector Composition

1 Healthcare 12.11%
2 Financials 12%
3 Technology 11.89%
4 Energy 9.42%
5 Consumer Discretionary 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$601K 0.46%
9,261
77
$599K 0.46%
15,970
+1,342
78
$580K 0.45%
2,564
-39
79
$578K 0.45%
59,011
+7,838
80
$567K 0.44%
8,916
+2,116
81
$562K 0.43%
36,502
+5,983
82
$562K 0.43%
8,969
-285
83
$562K 0.43%
70,277
+47,388
84
$554K 0.43%
9,342
-566
85
$551K 0.43%
25,794
-3,870
86
$548K 0.42%
21,797
-379
87
$524K 0.4%
13,878
-1,139
88
$522K 0.4%
39,960
+7,725
89
$519K 0.4%
47,379
-1,825
90
$511K 0.39%
10,337
+2,590
91
$510K 0.39%
31,323
-2,709
92
$509K 0.39%
4,284
+24
93
$506K 0.39%
6,802
94
$500K 0.39%
6,638
+1,806
95
$498K 0.38%
6,206
+310
96
$495K 0.38%
4,257
-110
97
$494K 0.38%
15,065
-1,975
98
$469K 0.36%
20,767
-211
99
$467K 0.36%
6,588
100
$457K 0.35%
86,669
+3,648
2 3
4
5 6