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
$174M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$654K
3
+$530K
4
AAPL icon
Apple
AAPL
+$469K
5
CXW icon
CoreCivic
CXW
+$282K

Top Sells

1
+$988K
2
+$221K
3
+$219K
4
CSI
Cutwater Select Income Fund
CSI
+$212K
5
KMB icon
Kimberly-Clark
KMB
+$209K

Sector Composition

1 Financials 12.25%
2 Technology 10.93%
3 Energy 10.82%
4 Healthcare 9.85%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$758K 0.44%
5,655
-162
77
$743K 0.43%
57,278
+8,745
78
$743K 0.43%
37,530
+2,524
79
$728K 0.42%
58,512
-1,201
80
$726K 0.42%
36,332
-2,549
81
$722K 0.42%
29,519
+11,522
82
$720K 0.41%
5,398
-724
83
$711K 0.41%
95,663
-29,686
84
$702K 0.4%
18,263
-782
85
$700K 0.4%
57,690
-3,597
86
$692K 0.4%
38,243
-2,020
87
$686K 0.39%
12,303
-627
88
$683K 0.39%
5,507
-180
89
$681K 0.39%
21,380
-914
90
$677K 0.39%
7,295
-815
91
$677K 0.39%
32,904
-1,196
92
$666K 0.38%
71,707
-918
93
$663K 0.38%
92,949
-6,197
94
$657K 0.38%
18,870
-308
95
$655K 0.38%
20,295
-63
96
$654K 0.38%
+6,475
97
$653K 0.38%
26,723
-2,081
98
$640K 0.37%
4,173
-41
99
$615K 0.35%
2,567
-183
100
$606K 0.35%
5,478
-14
2 3
4
5 6