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
$203M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$488K
3
+$391K
4
XOM icon
Exxon Mobil
XOM
+$348K
5
ASA
ASA Gold and Precious Metals
ASA
+$345K

Top Sells

1
+$1.69M
2
+$346K
3
+$331K
4
HES
Hess
HES
+$211K
5
TXN icon
Texas Instruments
TXN
+$203K

Sector Composition

1 Financials 12.22%
2 Technology 11.8%
3 Healthcare 11.26%
4 Industrials 9.67%
5 Energy 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$881K 0.43%
25,569
-102
77
$880K 0.43%
4,444
-100
78
$878K 0.43%
104,614
+2,594
79
$875K 0.43%
30,449
+1,249
80
$873K 0.43%
8,121
81
$861K 0.42%
17,974
+1,031
82
$857K 0.42%
7,185
-35
83
$854K 0.42%
6,598
+894
84
$850K 0.42%
96,510
-1,017
85
$846K 0.42%
4,366
86
$836K 0.41%
36,126
-1,503
87
$831K 0.41%
20,106
-163
88
$813K 0.4%
60,459
89
$791K 0.39%
4,805
+62
90
$784K 0.39%
60,374
+95
91
$765K 0.38%
18,084
-18
92
$763K 0.38%
27,671
-103
93
$761K 0.37%
13,268
-337
94
$758K 0.37%
10,131
+2,063
95
$755K 0.37%
38,271
+10,005
96
$743K 0.37%
24,922
+9,203
97
$741K 0.36%
70,674
-138
98
$730K 0.36%
13,484
-391
99
$722K 0.36%
32,974
-260
100
$715K 0.35%
35,413
-1,666
2 3
4
5 6