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
$221M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$918K
3
+$652K
4
WBA
Walgreens Boots Alliance
WBA
+$497K
5
BIIB icon
Biogen
BIIB
+$327K

Top Sells

1
+$624K
2
+$374K
3
+$360K
4
ETN icon
Eaton
ETN
+$357K
5
MRK icon
Merck
MRK
+$343K

Sector Composition

1 Technology 12.45%
2 Healthcare 11.46%
3 Industrials 11.03%
4 Financials 10.88%
5 Consumer Staples 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$965K 0.44%
28,396
-3,822
77
$953K 0.43%
54,507
+6,407
78
$944K 0.43%
113,648
-16,344
79
$918K 0.42%
+21,013
80
$918K 0.42%
26,923
-2,827
81
$882K 0.4%
14,678
-552
82
$876K 0.4%
19,436
-634
83
$860K 0.39%
13,573
-851
84
$857K 0.39%
18,947
-1,767
85
$851K 0.39%
26,441
-2,096
86
$847K 0.38%
19,001
-1,040
87
$816K 0.37%
14,760
-2,178
88
$804K 0.36%
5,079
-75
89
$803K 0.36%
13,638
-2,600
90
$798K 0.36%
5,259
-130
91
$797K 0.36%
15,301
-1,343
92
$749K 0.34%
4,449
-568
93
$744K 0.34%
8,510
-854
94
$743K 0.34%
32,046
-584
95
$743K 0.34%
18,158
-549
96
$742K 0.34%
9,952
+736
97
$740K 0.34%
4,527
-498
98
$739K 0.33%
5,926
+944
99
$736K 0.33%
8,186
+653
100
$735K 0.33%
8,464
-95
2 3
4
5 6