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
$225M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$318K
2
+$302K
3
+$295K
4
HES
Hess
HES
+$285K
5
BF
BASF AKTIENGESELLT ADS(RP1 ORD
BF
+$283K

Top Sells

1
+$438K
2
+$212K
3
+$186K
4
PCG icon
PG&E
PCG
+$180K
5
AIG icon
American International
AIG
+$126K

Sector Composition

1 Technology 12.61%
2 Healthcare 11.5%
3 Industrials 10.57%
4 Financials 10.48%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$760K 0.34%
14,333
-424
102
$753K 0.33%
4,449
103
$745K 0.33%
5,744
-14
104
$738K 0.33%
9,827
-223
105
$735K 0.33%
108,768
+652
106
$728K 0.32%
100,114
+751
107
$726K 0.32%
30,177
108
$723K 0.32%
7,871
-95
109
$691K 0.31%
7,760
+340
110
$690K 0.31%
21,736
+2,699
111
$687K 0.31%
5,170
+17
112
$675K 0.3%
51,671
+1,290
113
$669K 0.3%
8,677
-111
114
$663K 0.29%
6,062
-1
115
$646K 0.29%
9,755
-750
116
$638K 0.28%
77,780
-532
117
$621K 0.28%
34,884
-10,086
118
$617K 0.27%
10,126
+131
119
$616K 0.27%
16,611
-546
120
$613K 0.27%
22,705
+6,038
121
$600K 0.27%
13,550
-1,072
122
$594K 0.26%
5,351
+2,869
123
$578K 0.26%
47,407
+6,548
124
$577K 0.26%
10,373
+139
125
$552K 0.25%
24,760
+1,833
3 4
5
6 7