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
$138M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$806K
3
+$761K
4
WMT icon
Walmart Inc. Common Stock
WMT
+$618K
5
ERC
Allspring Multi-Sector Income Fund
ERC
+$566K

Top Sells

1
+$1.19M
2
+$698K
3
+$269K
4
DVN icon
Devon Energy
DVN
+$244K
5
LLY icon
Eli Lilly
LLY
+$203K

Sector Composition

1 Technology 11.43%
2 Healthcare 11.34%
3 Financials 11.3%
4 Consumer Staples 10.58%
5 Energy 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$671K 0.48%
47,690
+1,119
77
$671K 0.48%
8,709
78
$664K 0.48%
4,834
-23
79
$662K 0.48%
3,354
+758
80
$641K 0.46%
5,932
-43
81
$632K 0.46%
5,507
82
$632K 0.46%
15,365
+1,719
83
$626K 0.45%
9,276
+742
84
$607K 0.44%
17,886
85
$606K 0.44%
4,257
86
$606K 0.44%
6,448
-146
87
$605K 0.44%
81,941
+13,069
88
$577K 0.42%
21,532
-1,900
89
$576K 0.42%
7,430
+369
90
$573K 0.41%
24,953
+11,381
91
$555K 0.4%
13,009
-1,690
92
$554K 0.4%
+19,132
93
$552K 0.4%
17,099
+4,319
94
$551K 0.4%
20,292
+2,659
95
$542K 0.39%
32,568
+8,740
96
$521K 0.38%
10,019
+3,474
97
$513K 0.37%
69,012
+20,730
98
$512K 0.37%
27,772
-2,622
99
$501K 0.36%
17,215
-5,067
100
$499K 0.36%
10,817
-655
2 3
4
5 6