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
$125M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$484K
3
+$480K
4
GS icon
Goldman Sachs
GS
+$384K
5
DEO icon
Diageo
DEO
+$337K

Top Sells

1
+$1.26M
2
+$356K
3
+$269K
4
HSBC icon
HSBC
HSBC
+$212K
5
IX icon
ORIX
IX
+$210K

Sector Composition

1 Technology 11.85%
2 Healthcare 11.63%
3 Financials 11.6%
4 Consumer Staples 9.66%
5 Energy 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$438K 0.35%
68,872
+21,473
102
$426K 0.34%
23,828
+9,003
103
$423K 0.34%
41,088
+2,508
104
$417K 0.33%
85,214
-1,836
105
$412K 0.33%
13,767
-830
106
$406K 0.32%
12,780
+1,661
107
$405K 0.32%
8,745
+172
108
$398K 0.32%
39,133
109
$386K 0.31%
10,668
-90
110
$385K 0.31%
8,310
111
$384K 0.31%
+2,209
112
$383K 0.31%
13,572
+6,053
113
$383K 0.31%
9,140
+2,289
114
$380K 0.3%
48,282
+8,645
115
$375K 0.3%
9,311
+106
116
$371K 0.3%
17,633
+7,376
117
$361K 0.29%
9,599
+2,197
118
$356K 0.28%
23,530
-1,533
119
$348K 0.28%
6,569
-49
120
$347K 0.28%
5,951
+1
121
$346K 0.28%
7,290
-499
122
$337K 0.27%
+3,124
123
$336K 0.27%
6,545
+2,265
124
$335K 0.27%
28,538
-1,636
125
$327K 0.26%
3,124
-211
3 4
5
6 7