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
$155M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$410K
2
+$409K
3
+$407K
4
LVS icon
Las Vegas Sands
LVS
+$390K
5
AXP icon
American Express
AXP
+$386K

Top Sells

1
+$9.38M
2
+$1.59M
3
+$554K
4
JSM
Navient Corp 6% Senior Notes due December 15 2043
JSM
+$229K
5
CS
Credit Suisse Group
CS
+$215K

Sector Composition

1 Technology 11.12%
2 Consumer Staples 10.86%
3 Healthcare 10.77%
4 Financials 10.19%
5 Energy 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$769K 0.5%
7,493
+697
77
$754K 0.49%
23,516
+6,417
78
$732K 0.47%
101,066
-364
79
$697K 0.45%
17,346
+4,337
80
$665K 0.43%
15,170
+4,353
81
$661K 0.43%
5,560
-534
82
$650K 0.42%
5,788
-144
83
$641K 0.41%
5,507
84
$640K 0.41%
4,235
-22
85
$635K 0.41%
4,834
86
$634K 0.41%
72,276
+3,264
87
$633K 0.41%
23,548
-1,810
88
$622K 0.4%
20,196
-1,336
89
$614K 0.4%
45,429
+673
90
$614K 0.4%
8,019
+2,065
91
$610K 0.39%
32,579
+11
92
$601K 0.39%
15,001
-209
93
$597K 0.38%
19,000
-844
94
$597K 0.38%
6,211
-237
95
$588K 0.38%
3,738
+384
96
$586K 0.38%
46,806
+10,553
97
$586K 0.38%
5,436
+1,184
98
$585K 0.38%
10,763
+4,233
99
$577K 0.37%
8,882
+173
100
$576K 0.37%
12,427
+5,316
2 3
4
5 6