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
$165M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$307K
2
+$291K
3
+$288K
4
QCOM icon
Qualcomm
QCOM
+$281K
5
AGN
Allergan plc
AGN
+$278K

Top Sells

1
+$244K
2
+$231K
3
+$227K
4
COF icon
Capital One
COF
+$218K
5
IX icon
ORIX
IX
+$201K

Sector Composition

1 Consumer Staples 10.97%
2 Healthcare 10.88%
3 Technology 10.66%
4 Energy 10.25%
5 Financials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$589K 0.36%
20,114
-82
102
$574K 0.35%
5,492
-15
103
$573K 0.35%
42,833
-373
104
$547K 0.33%
26,640
-1,241
105
$544K 0.33%
74,124
+5,554
106
$541K 0.33%
19,125
+125
107
$529K 0.32%
17,522
-364
108
$529K 0.32%
12,233
-194
109
$528K 0.32%
22,547
-1,001
110
$523K 0.32%
36,200
+1,825
111
$522K 0.32%
8,585
+2,303
112
$520K 0.32%
5,750
+208
113
$511K 0.31%
15,193
+2,347
114
$507K 0.31%
6,504
115
$501K 0.3%
5,594
+1,090
116
$492K 0.3%
20,516
+54
117
$486K 0.29%
6,806
+70
118
$473K 0.29%
596
119
$462K 0.28%
3,151
+27
120
$453K 0.27%
9,945
+2,281
121
$449K 0.27%
23,453
-331
122
$448K 0.27%
9,917
+242
123
$443K 0.27%
5,582
+51
124
$440K 0.27%
10,719
+42
125
$436K 0.26%
6,987
+948
3 4
5
6 7