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
$183M
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$796K
2
+$789K
3
+$690K
4
SLB icon
SLB Ltd
SLB
+$685K
5
COF icon
Capital One
COF
+$627K

Top Sells

1
+$1.15M
2
+$473K
3
+$425K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$410K
5
AGO icon
Assured Guaranty
AGO
+$367K

Sector Composition

1 Healthcare 14.06%
2 Technology 13.52%
3 Industrials 10.51%
4 Consumer Staples 10.23%
5 Financials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$793K 0.43%
22,531
-1,002
77
$784K 0.43%
80,740
+2,568
78
$776K 0.43%
6,951
-44
79
$771K 0.42%
7,490
+2,251
80
$769K 0.42%
4,341
+46
81
$767K 0.42%
103,712
-8,982
82
$752K 0.41%
29,961
+3,341
83
$737K 0.4%
63,180
-6,828
84
$733K 0.4%
14,631
+61
85
$726K 0.4%
14,347
+305
86
$713K 0.39%
11,208
-2,284
87
$688K 0.38%
15,194
-909
88
$686K 0.38%
44,266
-71
89
$681K 0.37%
14,946
-990
90
$674K 0.37%
8,175
-222
91
$660K 0.36%
8,133
-26
92
$646K 0.35%
19,190
+500
93
$625K 0.34%
25,869
+796
94
$615K 0.34%
8,076
+1,667
95
$607K 0.33%
73,196
+9,605
96
$604K 0.33%
19,198
-208
97
$601K 0.33%
24,784
+1,097
98
$592K 0.32%
10,384
+250
99
$572K 0.31%
23,172
+6
100
$570K 0.31%
4,481
-61
2 3
4
5 6