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
$129M
AUM Growth
-$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$429K
3
+$379K
4
UL icon
Unilever
UL
+$291K
5
EMN icon
Eastman Chemical
EMN
+$288K

Top Sells

1
+$568K
2
+$246K
3
+$216K
4
ELV icon
Elevance Health
ELV
+$213K
5
NUE icon
Nucor
NUE
+$201K

Sector Composition

1 Healthcare 12.11%
2 Financials 12%
3 Technology 11.89%
4 Energy 9.42%
5 Consumer Discretionary 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$457K 0.35%
6,688
+1,908
102
$453K 0.35%
5,761
-106
103
$448K 0.35%
5,454
104
$442K 0.34%
6,569
-323
105
$438K 0.34%
7,260
+793
106
$437K 0.34%
10,709
-1,907
107
$437K 0.34%
24,143
-2,413
108
$435K 0.34%
3,460
-85
109
$432K 0.33%
22,218
-873
110
$429K 0.33%
8,158
-142
111
$425K 0.33%
8,310
112
$423K 0.33%
5,949
-234
113
$415K 0.32%
2,209
+785
114
$413K 0.32%
41,588
-902
115
$407K 0.31%
596
-150
116
$407K 0.31%
14,079
-601
117
$406K 0.31%
50,112
118
$401K 0.31%
25,063
-525
119
$388K 0.3%
17,230
-241
120
$376K 0.29%
12,076
+452
121
$369K 0.29%
6,122
122
$354K 0.27%
9,148
-416
123
$346K 0.27%
25,951
+11,706
124
$345K 0.27%
13,510
-1,343
125
$343K 0.26%
36,144
+2,236
3 4
5
6 7