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
$174M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$654K
3
+$530K
4
AAPL icon
Apple
AAPL
+$469K
5
CXW icon
CoreCivic
CXW
+$282K

Top Sells

1
+$988K
2
+$221K
3
+$219K
4
CSI
Cutwater Select Income Fund
CSI
+$212K
5
KMB icon
Kimberly-Clark
KMB
+$209K

Sector Composition

1 Financials 12.25%
2 Technology 10.93%
3 Energy 10.82%
4 Healthcare 9.85%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$601K 0.35%
4,280
+542
102
$597K 0.34%
14,756
-2,105
103
$589K 0.34%
72,135
-5,425
104
$588K 0.34%
21,342
-141
105
$578K 0.33%
45,004
+11,264
106
$570K 0.33%
5,862
-210
107
$563K 0.32%
92,905
+1,849
108
$562K 0.32%
5,591
-204
109
$553K 0.32%
5,318
-436
110
$544K 0.31%
12,756
-517
111
$543K 0.31%
14,974
+1,915
112
$542K 0.31%
10,156
113
$538K 0.31%
15,035
-589
114
$534K 0.31%
4,558
-540
115
$530K 0.31%
+32,148
116
$526K 0.3%
69,088
-11,492
117
$516K 0.3%
7,758
+174
118
$506K 0.29%
6,828
-963
119
$506K 0.29%
7,757
-768
120
$502K 0.29%
14,329
-261
121
$490K 0.28%
9,926
-791
122
$484K 0.28%
5,356
+52
123
$481K 0.28%
17,588
+66
124
$479K 0.28%
6,569
125
$473K 0.27%
6,175
-329
3 4
5
6 7