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
$115M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$666K
2
+$315K
3
+$271K
4
VTV icon
Vanguard Value ETF
VTV
+$271K
5
TPR icon
Tapestry
TPR
+$262K

Top Sells

1
+$270K
2
+$251K
3
+$237K
4
MCK icon
McKesson
MCK
+$227K
5
VOD icon
Vodafone
VOD
+$205K

Sector Composition

1 Technology 12.97%
2 Financials 12.06%
3 Healthcare 11.43%
4 Energy 9.95%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$316K 0.27%
5,454
+110
127
$315K 0.27%
+9,746
128
$313K 0.27%
30,474
-630
129
$302K 0.26%
3,672
130
$293K 0.25%
4,847
131
$291K 0.25%
41,349
132
$284K 0.25%
69,117
133
$282K 0.24%
23,223
+444
134
$282K 0.24%
21,296
+11,222
135
$280K 0.24%
9,876
+18
136
$278K 0.24%
6,856
137
$275K 0.24%
73,998
+8,912
138
$271K 0.23%
3,282
-29
139
$271K 0.23%
+3,351
140
$270K 0.23%
3,201
-1,487
141
$269K 0.23%
11,592
142
$269K 0.23%
19,185
143
$264K 0.23%
42,889
144
$264K 0.23%
4,448
145
$263K 0.23%
18,927
146
$262K 0.23%
+7,677
147
$258K 0.22%
23,801
-11,196
148
$256K 0.22%
27,002
+559
149
$255K 0.22%
21,555
-1,703
150
$248K 0.22%
9,915
4 5
6
7 8