PVWM

Point View Wealth Management Portfolio holdings

AUM $246M
1-Year Est. Return 10.77%
This Quarter Est. Return
1 Year Est. Return
+10.77%
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
$6.09B
$805K 0.33%
8,270
-319
NVS icon
102
Novartis
NVS
$277B
$775K 0.31%
8,208
+265
WH icon
103
Wyndham Hotels & Resorts
WH
$6.06B
$770K 0.31%
12,955
+957
HPE icon
104
Hewlett Packard
HPE
$28.6B
$769K 0.31%
64,909
-9,117
DIS icon
105
Walt Disney
DIS
$199B
$759K 0.31%
4,191
-1,572
BHF icon
106
Brighthouse Financial
BHF
$3.66B
$739K 0.3%
20,408
-1,899
BTO
107
John Hancock Financial Opportunities Fund
BTO
$716M
$715K 0.29%
23,559
-585
DD
108
DELISTED
Du Pont De Nemours E I
DD
$713K 0.29%
10,027
+1,159
SPG icon
109
Simon Property Group
SPG
$60.4B
$706K 0.29%
8,284
+1,194
IRL
110
DELISTED
NEW IRELAND FUND INC
IRL
$696K 0.28%
67,030
-1,203
AEF
111
abrdn Emerging Markets Equity Income Fund
AEF
$302M
$695K 0.28%
85,126
PRU icon
112
Prudential Financial
PRU
$39.1B
$693K 0.28%
8,879
-1,242
AXP icon
113
American Express
AXP
$251B
$692K 0.28%
5,725
-332
TGT icon
114
Target
TGT
$50.4B
$690K 0.28%
3,909
-66
PM icon
115
Philip Morris
PM
$270B
$678K 0.28%
8,188
+8
BK icon
116
Bank of New York Mellon
BK
$83.5B
$673K 0.27%
15,851
-1,845
ORCL icon
117
Oracle
ORCL
$549B
$669K 0.27%
10,336
-911
SYF icon
118
Synchrony
SYF
$28.9B
$664K 0.27%
19,143
-417
CHL
119
DELISTED
China Mobile Limited
CHL
$656K 0.27%
22,973
+3,169
BAX icon
120
Baxter International
BAX
$10.3B
$653K 0.26%
8,133
WPP icon
121
WPP
WPP
$4.58B
$640K 0.26%
11,836
+2,709
HLF icon
122
Herbalife
HLF
$1.75B
$636K 0.26%
13,235
-220
AMZN icon
123
Amazon
AMZN
$2.56T
$635K 0.26%
3,900
-100
FLEX icon
124
Flex
FLEX
$24B
$633K 0.26%
46,688
-1,051
BKR icon
125
Baker Hughes
BKR
$51.1B
$628K 0.25%
30,121
-2,274
3 4
5
6 7