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
$165M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$307K
2
+$291K
3
+$288K
4
QCOM icon
Qualcomm
QCOM
+$281K
5
AGN
Allergan plc
AGN
+$278K

Top Sells

1
+$244K
2
+$231K
3
+$227K
4
COF icon
Capital One
COF
+$218K
5
IX icon
ORIX
IX
+$201K

Sector Composition

1 Consumer Staples 10.97%
2 Healthcare 10.88%
3 Technology 10.66%
4 Energy 10.25%
5 Financials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$757K 0.46%
14,135
+5,247
77
$752K 0.46%
7,493
78
$746K 0.45%
5,842
+25
79
$745K 0.45%
17,793
+447
80
$699K 0.42%
5,721
-67
81
$698K 0.42%
3,738
82
$697K 0.42%
4,214
-21
83
$696K 0.42%
100,161
-905
84
$673K 0.41%
4,834
85
$673K 0.41%
72,837
+561
86
$672K 0.41%
21,483
-1,713
87
$665K 0.4%
33,052
+5,895
88
$655K 0.4%
2,833
+1,201
89
$647K 0.39%
8,753
-129
90
$645K 0.39%
49,573
+2,767
91
$638K 0.39%
48,066
+2,637
92
$635K 0.39%
5,174
-386
93
$631K 0.38%
5,590
+154
94
$625K 0.38%
34,100
+1,521
95
$616K 0.37%
6,089
-122
96
$610K 0.37%
19,482
+1,002
97
$609K 0.37%
37,478
+13,130
98
$604K 0.37%
14,815
-186
99
$603K 0.37%
7,953
-66
100
$589K 0.36%
11,287
+524
2 3
4
5 6