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
$125M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$484K
3
+$480K
4
GS icon
Goldman Sachs
GS
+$384K
5
DEO icon
Diageo
DEO
+$337K

Top Sells

1
+$1.26M
2
+$356K
3
+$269K
4
HSBC icon
HSBC
HSBC
+$212K
5
IX icon
ORIX
IX
+$210K

Sector Composition

1 Technology 11.85%
2 Healthcare 11.63%
3 Financials 11.6%
4 Consumer Staples 9.66%
5 Energy 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$618K 0.49%
5,112
+498
77
$614K 0.49%
37,604
+14,137
78
$597K 0.48%
11,472
+1,487
79
$590K 0.47%
19,657
+1,866
80
$589K 0.47%
13,646
+5,606
81
$573K 0.46%
5,507
82
$569K 0.45%
17,886
-172
83
$552K 0.44%
8,534
+1,632
84
$547K 0.44%
6,594
85
$546K 0.44%
18,867
-1,054
86
$537K 0.43%
6,275
87
$533K 0.43%
4,257
88
$527K 0.42%
30,394
+6,967
89
$491K 0.39%
5,488
90
$487K 0.39%
39,062
-3,841
91
$484K 0.39%
+7,061
92
$483K 0.39%
13,018
-860
93
$480K 0.38%
+2,596
94
$478K 0.38%
9,306
+110
95
$464K 0.37%
6,588
96
$458K 0.37%
6,362
+1,677
97
$454K 0.36%
5,957
-157
98
$453K 0.36%
58,516
+5,352
99
$447K 0.36%
5,816
+1
100
$443K 0.35%
16,064
-696
2 3
4
5 6