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
$183M
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$796K
2
+$789K
3
+$690K
4
SLB icon
SLB Ltd
SLB
+$685K
5
COF icon
Capital One
COF
+$627K

Top Sells

1
+$1.15M
2
+$473K
3
+$425K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$410K
5
AGO icon
Assured Guaranty
AGO
+$367K

Sector Composition

1 Healthcare 14.06%
2 Technology 13.52%
3 Industrials 10.51%
4 Consumer Staples 10.23%
5 Financials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$569K 0.31%
11,780
+6,267
102
$559K 0.31%
3,102
-15
103
$547K 0.3%
25,736
-470
104
$545K 0.3%
+31,067
105
$544K 0.3%
10,434
+177
106
$540K 0.3%
28,260
107
$540K 0.3%
18,477
+7,786
108
$527K 0.29%
7,217
-479
109
$511K 0.28%
9,853
-77
110
$509K 0.28%
3,844
-155
111
$503K 0.28%
11,516
-123
112
$500K 0.27%
38,310
+4,913
113
$499K 0.27%
11,001
-369
114
$497K 0.27%
55,378
+6,035
115
$495K 0.27%
36,843
-7,261
116
$494K 0.27%
5,769
+2,004
117
$487K 0.27%
11,461
+1,117
118
$485K 0.27%
24,955
+4,243
119
$480K 0.26%
29,809
+3,348
120
$479K 0.26%
6,972
-43
121
$465K 0.25%
25,329
-869
122
$457K 0.25%
4,726
-41
123
$457K 0.25%
29,214
+2,330
124
$453K 0.25%
87,432
-383
125
$453K 0.25%
12,155
+843
3 4
5
6 7