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
$118M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$430K
2
+$359K
3
+$353K
4
FE icon
FirstEnergy
FE
+$344K
5
DE icon
Deere & Co
DE
+$311K

Top Sells

1
+$666K
2
+$271K
3
+$239K
4
IX icon
ORIX
IX
+$234K
5
HES
Hess
HES
+$226K

Sector Composition

1 Technology 13.02%
2 Financials 11.91%
3 Healthcare 11.58%
4 Energy 9.13%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$422K 0.36%
38,356
+17,060
102
$417K 0.35%
29,360
+262
103
$415K 0.35%
8,438
+1,737
104
$415K 0.35%
31,663
+3,904
105
$412K 0.35%
6,048
-31
106
$407K 0.35%
798
107
$404K 0.34%
10,747
+372
108
$399K 0.34%
22,837
+3,206
109
$397K 0.34%
6,471
-426
110
$394K 0.33%
4,519
-120
111
$387K 0.33%
37,584
112
$387K 0.33%
30,956
+4,779
113
$385K 0.33%
8,513
-312
114
$384K 0.33%
9,926
-752
115
$380K 0.32%
17,471
116
$380K 0.32%
25,754
-528
117
$379K 0.32%
3,184
+452
118
$370K 0.31%
4,807
-45
119
$364K 0.31%
51,131
-228
120
$363K 0.31%
11,030
-2,670
121
$362K 0.31%
29,952
+6,151
122
$357K 0.3%
8,428
+216
123
$349K 0.3%
7,449
-743
124
$342K 0.29%
5,454
125
$337K 0.29%
23,853
3 4
5
6 7