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
$115M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$666K
2
+$315K
3
+$271K
4
VTV icon
Vanguard Value ETF
VTV
+$271K
5
TPR icon
Tapestry
TPR
+$262K

Top Sells

1
+$270K
2
+$251K
3
+$237K
4
MCK icon
McKesson
MCK
+$227K
5
VOD icon
Vodafone
VOD
+$205K

Sector Composition

1 Technology 12.97%
2 Financials 12.06%
3 Healthcare 11.43%
4 Energy 9.95%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$416K 0.36%
8,825
102
$415K 0.36%
26,282
-1,617
103
$414K 0.36%
10,375
-212
104
$413K 0.36%
7,834
+683
105
$412K 0.36%
11,783
+2,204
106
$412K 0.36%
7,747
-450
107
$409K 0.35%
4,639
-206
108
$406K 0.35%
21,693
+6
109
$405K 0.35%
6,897
+109
110
$388K 0.34%
17,471
111
$382K 0.33%
27,759
+2,805
112
$380K 0.33%
37,584
113
$375K 0.33%
6,962
-268
114
$365K 0.32%
51,359
-2,960
115
$364K 0.32%
6,701
+865
116
$354K 0.31%
19,631
+2,279
117
$345K 0.3%
4,856
-70
118
$338K 0.29%
21,990
+1,529
119
$338K 0.29%
23,853
+3,319
120
$337K 0.29%
26,177
+8,657
121
$336K 0.29%
8,192
+52
122
$330K 0.29%
2,732
-93
123
$325K 0.28%
35,129
+14,952
124
$323K 0.28%
9,446
125
$321K 0.28%
8,212
-56
3 4
5
6 7