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
$221M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$918K
3
+$652K
4
WBA
Walgreens Boots Alliance
WBA
+$497K
5
BIIB icon
Biogen
BIIB
+$327K

Top Sells

1
+$624K
2
+$374K
3
+$360K
4
ETN icon
Eaton
ETN
+$357K
5
MRK icon
Merck
MRK
+$343K

Sector Composition

1 Technology 12.45%
2 Healthcare 11.46%
3 Industrials 11.03%
4 Financials 10.88%
5 Consumer Staples 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$731K 0.33%
3,999
-281
102
$730K 0.33%
23,173
-980
103
$711K 0.32%
10,306
-269
104
$693K 0.31%
12,372
-4,308
105
$691K 0.31%
21,559
-2,439
106
$683K 0.31%
26,256
-3,921
107
$661K 0.3%
45,699
-10,720
108
$653K 0.3%
28,260
-7,140
109
$652K 0.3%
+3,127
110
$652K 0.3%
56,731
+3,217
111
$651K 0.29%
4,992
-315
112
$647K 0.29%
7,873
-1,906
113
$637K 0.29%
74,454
+5,001
114
$636K 0.29%
26,443
-2,486
115
$616K 0.28%
16,244
-1,357
116
$615K 0.28%
88,386
-11,728
117
$609K 0.28%
7,020
-400
118
$596K 0.27%
7,850
-1,739
119
$587K 0.27%
15,666
-803
120
$582K 0.26%
6,588
+228
121
$576K 0.26%
71,957
-5,615
122
$572K 0.26%
93,224
-14,381
123
$556K 0.25%
20,868
-854
124
$555K 0.25%
512
125
$555K 0.25%
11,988
-824
3 4
5
6 7