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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.21M
3
+$2.14M
4
PFE icon
Pfizer
PFE
+$2.1M
5
WDC icon
Western Digital
WDC
+$1.96M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.53%
2 Technology 13.15%
3 Healthcare 11.48%
4 Energy 10.74%
5 Consumer Discretionary 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$279K 0.26%
+24,900
127
$277K 0.26%
+8,406
128
$263K 0.25%
+4,847
129
$263K 0.25%
+1,483
130
$263K 0.25%
+10,406
131
$262K 0.25%
+6,856
132
$261K 0.25%
+4,448
133
$260K 0.25%
+9,915
134
$259K 0.25%
+17,816
135
$259K 0.25%
+3,385
136
$259K 0.25%
+5,451
137
$259K 0.25%
+11,264
138
$255K 0.24%
+24,341
139
$253K 0.24%
+79,159
140
$250K 0.24%
+30,402
141
$242K 0.23%
+2,822
142
$242K 0.23%
+19,308
143
$240K 0.23%
+7,198
144
$238K 0.23%
+10,961
145
$232K 0.22%
+11,592
146
$232K 0.22%
+1,675
147
$228K 0.22%
+4,279
148
$211K 0.2%
+2,543
149
$207K 0.2%
+1,565
150
$204K 0.19%
+10,587
3 4 5
6
7