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
$235M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$767K
2
+$629K
3
+$591K
4
DD
Du Pont De Nemours E I
DD
+$508K
5
WBA
Walgreens Boots Alliance
WBA
+$468K

Top Sells

1
+$313K
2
+$214K
3
+$203K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$203K
5
CMI icon
Cummins
CMI
+$201K

Sector Composition

1 Technology 12.84%
2 Healthcare 11.46%
3 Financials 10.84%
4 Industrials 10.84%
5 Energy 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$753K 0.32%
9,589
+757
102
$749K 0.32%
24,153
+2,417
103
$741K 0.32%
5,307
-44
104
$737K 0.31%
10,575
-145
105
$734K 0.31%
5,154
-16
106
$733K 0.31%
5,936
-126
107
$732K 0.31%
100,114
108
$727K 0.31%
31,700
-3,184
109
$721K 0.31%
107,605
-1,163
110
$721K 0.31%
20,070
-3,045
111
$719K 0.31%
53,514
+1,843
112
$703K 0.3%
7,420
-340
113
$690K 0.29%
74,798
+1,273
114
$677K 0.29%
17,601
+7,828
115
$667K 0.28%
21,722
-983
116
$661K 0.28%
4,982
+1,468
117
$657K 0.28%
9,216
+539
118
$635K 0.27%
16,469
-142
119
$624K 0.27%
2,546
120
$623K 0.27%
69,453
+11,338
121
$616K 0.26%
77,572
-208
122
$616K 0.26%
5,425
-319
123
$613K 0.26%
14,333
124
$609K 0.26%
23,998
-762
125
$591K 0.25%
+43,015
3 4
5
6 7