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
$134M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$648K
2
+$494K
3
+$403K
4
BHI
Baker Hughes
BHI
+$381K
5
DE icon
Deere & Co
DE
+$348K

Top Sells

1
+$330K
2
+$299K
3
+$239K
4
HSBC icon
HSBC
HSBC
+$208K
5
NEM icon
Newmont
NEM
+$201K

Sector Composition

1 Technology 15.88%
2 Financials 11.05%
3 Healthcare 10.71%
4 Communication Services 9.65%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$433K 0.32%
25,588
-166
102
$429K 0.32%
4,367
-152
103
$421K 0.31%
8,300
-213
104
$421K 0.31%
5,867
-173
105
$418K 0.31%
9,564
-362
106
$414K 0.31%
5,454
107
$410K 0.31%
32,235
+5,288
108
$405K 0.3%
6,467
+113
109
$401K 0.3%
31,701
+745
110
$395K 0.29%
4,316
-90
111
$394K 0.29%
4,832
+1,371
112
$389K 0.29%
14,680
+3,545
113
$381K 0.28%
42,490
-4,644
114
$381K 0.28%
34,127
+2,464
115
$381K 0.28%
+6,800
116
$379K 0.28%
17,471
117
$375K 0.28%
6,122
+74
118
$375K 0.28%
8,310
-118
119
$368K 0.27%
30,474
120
$360K 0.27%
4,780
-27
121
$355K 0.26%
14,853
-2,187
122
$354K 0.26%
6,510
123
$353K 0.26%
7,747
124
$349K 0.26%
6,813
-126
125
$348K 0.26%
9,446
3 4
5
6 7