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
$194M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$465K
2
+$425K
3
+$404K
4
JLL icon
Jones Lang LaSalle
JLL
+$323K
5
FE icon
FirstEnergy
FE
+$322K

Top Sells

1
+$104K
2
+$89.6K
3
+$79K
4
CB icon
Chubb
CB
+$77.5K
5
NMR icon
Nomura Holdings
NMR
+$60.4K

Sector Composition

1 Financials 11.75%
2 Technology 11.62%
3 Healthcare 10.33%
4 Energy 9.68%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$669K 0.34%
13,605
+849
102
$668K 0.34%
5,776
+458
103
$655K 0.34%
22,363
+983
104
$652K 0.34%
2,838
+271
105
$644K 0.33%
105,174
+12,269
106
$640K 0.33%
54,988
-2,702
107
$635K 0.33%
9,002
+1,244
108
$623K 0.32%
15,075
+746
109
$599K 0.31%
5,478
110
$594K 0.31%
38,307
+2,721
111
$590K 0.3%
20,298
+1,344
112
$590K 0.3%
10,335
+179
113
$584K 0.3%
4,949
+391
114
$583K 0.3%
52,896
+20,447
115
$583K 0.3%
46,020
+4,010
116
$581K 0.3%
7,340
+512
117
$581K 0.3%
69,274
-2,861
118
$581K 0.3%
44,629
-375
119
$577K 0.3%
6,028
+166
120
$567K 0.29%
59,658
-9,430
121
$564K 0.29%
22,008
+666
122
$559K 0.29%
5,855
+264
123
$556K 0.29%
32,148
124
$552K 0.28%
17,732
+144
125
$540K 0.28%
10,410
3 4
5
6 7