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
$155M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$410K
2
+$409K
3
+$407K
4
LVS icon
Las Vegas Sands
LVS
+$390K
5
AXP icon
American Express
AXP
+$386K

Top Sells

1
+$9.38M
2
+$1.59M
3
+$554K
4
JSM
Navient Corp 6% Senior Notes due December 15 2043
JSM
+$229K
5
CS
Credit Suisse Group
CS
+$215K

Sector Composition

1 Technology 11.12%
2 Consumer Staples 10.86%
3 Healthcare 10.77%
4 Financials 10.19%
5 Energy 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$570K 0.37%
43,206
-1,236
102
$566K 0.36%
12,846
+1,842
103
$528K 0.34%
27,881
+109
104
$522K 0.34%
18,480
+1,265
105
$504K 0.32%
17,886
106
$493K 0.32%
27,157
+6,248
107
$489K 0.31%
6,504
-120
108
$489K 0.31%
5,542
+90
109
$486K 0.31%
6,736
+995
110
$480K 0.31%
68,570
+11,144
111
$479K 0.31%
5,531
-108
112
$475K 0.31%
596
113
$474K 0.31%
34,375
-2,646
114
$472K 0.3%
10,117
+1,322
115
$455K 0.29%
8,888
+4,645
116
$437K 0.28%
1,632
+906
117
$434K 0.28%
4,504
+1,870
118
$433K 0.28%
20,462
+3
119
$427K 0.27%
13,160
120
$414K 0.27%
24,348
+10,966
121
$409K 0.26%
10,677
+100
122
$408K 0.26%
51,460
+4,688
123
$401K 0.26%
5,952
124
$399K 0.26%
14,644
+532
125
$397K 0.26%
9,675
+1,302
3 4
5
6 7