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
$246M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$300K
3
+$278K
4
INTC icon
Intel
INTC
+$274K
5
BCO icon
Brink's
BCO
+$257K

Top Sells

1
+$917K
2
+$636K
3
+$467K
4
XOM icon
Exxon Mobil
XOM
+$453K
5
T icon
AT&T
T
+$378K

Sector Composition

1 Technology 13.66%
2 Financials 11.66%
3 Healthcare 11.23%
4 Industrials 10.3%
5 Consumer Staples 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARW icon
101
Arrow Electronics
ARW
$5.55B
$805K 0.33%
8,270
-319
NVS icon
102
Novartis
NVS
$247B
$775K 0.31%
8,208
+265
WH icon
103
Wyndham Hotels & Resorts
WH
$5.51B
$770K 0.31%
12,955
+957
HPE icon
104
Hewlett Packard
HPE
$28.9B
$769K 0.31%
64,909
-9,117
DIS icon
105
Walt Disney
DIS
$191B
$759K 0.31%
4,191
-1,572
BHF icon
106
Brighthouse Financial
BHF
$3.75B
$739K 0.3%
20,408
-1,899
DISCA
107
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
$725K 0.29%
24,106
-253
BTO
108
John Hancock Financial Opportunities Fund
BTO
$679M
$715K 0.29%
23,559
-585
DD
109
DELISTED
Du Pont De Nemours E I
DD
$713K 0.29%
10,027
+1,159
SPG icon
110
Simon Property Group
SPG
$60.4B
$706K 0.29%
8,284
+1,194
IRL
111
DELISTED
NEW IRELAND FUND INC
IRL
$696K 0.28%
67,030
-1,203
AEF
112
abrdn Emerging Markets Equity Income Fund
AEF
$273M
$695K 0.28%
85,126
PRU icon
113
Prudential Financial
PRU
$37.9B
$693K 0.28%
8,879
-1,242
AXP icon
114
American Express
AXP
$248B
$692K 0.28%
5,725
-332
TGT icon
115
Target
TGT
$41.4B
$690K 0.28%
3,909
-66
PM icon
116
Philip Morris
PM
$243B
$678K 0.28%
8,188
+8
BK icon
117
Bank of New York Mellon
BK
$78B
$673K 0.27%
15,851
-1,845
ORCL icon
118
Oracle
ORCL
$573B
$669K 0.27%
10,336
-911
SYF icon
119
Synchrony
SYF
$28.1B
$664K 0.27%
19,143
-417
CHL
120
DELISTED
China Mobile Limited
CHL
$656K 0.27%
22,973
+3,169
BAX icon
121
Baxter International
BAX
$9.81B
$653K 0.26%
8,133
WPP icon
122
WPP
WPP
$4.22B
$640K 0.26%
11,836
+2,709
HLF icon
123
Herbalife
HLF
$1.3B
$636K 0.26%
13,235
-220
AMZN icon
124
Amazon
AMZN
$2.5T
$635K 0.26%
3,900
-100
FLEX icon
125
Flex
FLEX
$20.9B
$633K 0.26%
46,688
-1,051
3 4
5
6 7