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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.21M
3
+$2.14M
4
PFE icon
Pfizer
PFE
+$2.1M
5
WDC icon
Western Digital
WDC
+$1.96M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.53%
2 Technology 13.15%
3 Healthcare 11.48%
4 Energy 10.74%
5 Consumer Discretionary 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$363K 0.34%
+6,401
102
$355K 0.34%
+81,370
103
$350K 0.33%
+28,312
104
$344K 0.33%
+22,102
105
$344K 0.33%
+51,469
106
$342K 0.32%
+18,402
107
$341K 0.32%
+10,978
108
$338K 0.32%
+5,344
109
$332K 0.32%
+9,597
110
$329K 0.31%
+5,836
111
$315K 0.3%
+3,445
112
$313K 0.3%
+22,368
113
$312K 0.3%
+8,263
114
$312K 0.3%
+7,612
115
$312K 0.3%
+4,556
116
$311K 0.3%
+26,391
117
$311K 0.3%
+8,211
118
$306K 0.29%
+31,899
119
$305K 0.29%
+5,425
120
$305K 0.29%
+2,851
121
$289K 0.27%
+16,230
122
$287K 0.27%
+5,650
123
$282K 0.27%
+6,831
124
$281K 0.27%
+20,364
125
$280K 0.27%
+3,924
3 4
5
6 7