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
$225M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$318K
2
+$302K
3
+$295K
4
HES
Hess
HES
+$285K
5
BF
BASF AKTIENGESELLT ADS(RP1 ORD
BF
+$283K

Top Sells

1
+$438K
2
+$212K
3
+$186K
4
PCG icon
PG&E
PCG
+$180K
5
AIG icon
American International
AIG
+$126K

Sector Composition

1 Technology 12.61%
2 Healthcare 11.5%
3 Industrials 10.57%
4 Financials 10.48%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$935K 0.42%
14,375
+1,802
77
$922K 0.41%
8,573
+805
78
$917K 0.41%
33,066
+788
79
$910K 0.4%
28,537
80
$908K 0.4%
32,276
-1,710
81
$902K 0.4%
28,577
-44
82
$901K 0.4%
15,609
-56
83
$900K 0.4%
3,054
-72
84
$884K 0.39%
35,457
85
$878K 0.39%
24,199
-906
86
$867K 0.39%
47,112
+15,357
87
$858K 0.38%
5,336
-49
88
$840K 0.37%
23,115
+242
89
$839K 0.37%
16,811
+675
90
$834K 0.37%
5,096
-127
91
$831K 0.37%
19,568
92
$825K 0.37%
9,580
-551
93
$816K 0.36%
5,574
-124
94
$806K 0.36%
19,931
-115
95
$794K 0.35%
16,708
-4,468
96
$793K 0.35%
9,748
-336
97
$783K 0.35%
16,214
+199
98
$781K 0.35%
56,419
-1,468
99
$781K 0.35%
8,832
-833
100
$762K 0.34%
10,720
2 3
4
5 6