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
$235M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$767K
2
+$629K
3
+$591K
4
DD
Du Pont De Nemours E I
DD
+$508K
5
WBA
Walgreens Boots Alliance
WBA
+$468K

Top Sells

1
+$313K
2
+$214K
3
+$203K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$203K
5
CMI icon
Cummins
CMI
+$201K

Sector Composition

1 Technology 12.84%
2 Healthcare 11.46%
3 Financials 10.84%
4 Industrials 10.84%
5 Energy 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$996K 0.42%
24,420
-35
77
$974K 0.41%
14,424
+49
78
$973K 0.41%
11,370
79
$944K 0.4%
15,230
-379
80
$929K 0.4%
25,315
+1,116
81
$919K 0.39%
28,537
82
$915K 0.39%
20,714
-130
83
$913K 0.39%
35,400
-57
84
$913K 0.39%
16,938
+127
85
$886K 0.38%
18,707
+949
86
$875K 0.37%
48,100
+988
87
$866K 0.37%
5,025
-71
88
$849K 0.36%
5,389
+53
89
$840K 0.36%
5,017
-557
90
$827K 0.35%
20,041
+110
91
$825K 0.35%
16,680
-28
92
$825K 0.35%
28,929
+352
93
$821K 0.35%
30,177
94
$804K 0.34%
32,630
-436
95
$796K 0.34%
56,419
96
$782K 0.33%
8,559
-1,021
97
$778K 0.33%
4,280
-169
98
$773K 0.33%
9,779
-48
99
$767K 0.33%
9,364
-384
100
$761K 0.32%
7,533
-338
2 3
4
5 6