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
$138M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$806K
3
+$761K
4
WMT icon
Walmart Inc. Common Stock
WMT
+$618K
5
ERC
Allspring Multi-Sector Income Fund
ERC
+$566K

Top Sells

1
+$1.19M
2
+$698K
3
+$269K
4
DVN icon
Devon Energy
DVN
+$244K
5
LLY icon
Eli Lilly
LLY
+$203K

Sector Composition

1 Technology 11.43%
2 Healthcare 11.34%
3 Financials 11.3%
4 Consumer Staples 10.58%
5 Energy 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$498K 0.36%
15,210
-3,657
102
$487K 0.35%
5,452
-36
103
$486K 0.35%
37,021
-2,041
104
$467K 0.34%
5,741
-216
105
$464K 0.34%
4,252
+1,128
106
$461K 0.33%
5,639
-177
107
$448K 0.32%
6,624
+36
108
$447K 0.32%
36,253
+23,865
109
$442K 0.32%
+596
110
$434K 0.31%
13,583
-184
111
$421K 0.3%
8,124
-186
112
$421K 0.3%
9,204
+4,108
113
$419K 0.3%
8,795
+50
114
$417K 0.3%
57,426
-1,090
115
$409K 0.3%
82,604
-2,610
116
$406K 0.29%
10,577
-91
117
$405K 0.29%
5,954
+1,999
118
$401K 0.29%
13,160
+142
119
$400K 0.29%
39,133
120
$398K 0.29%
2,209
121
$386K 0.28%
23,230
-300
122
$385K 0.28%
11,004
+1,698
123
$384K 0.28%
7,111
-2,200
124
$382K 0.28%
20,459
-349
125
$376K 0.27%
6,569
3 4
5
6 7