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
$118M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$430K
2
+$359K
3
+$353K
4
FE icon
FirstEnergy
FE
+$344K
5
DE icon
Deere & Co
DE
+$311K

Top Sells

1
+$666K
2
+$271K
3
+$239K
4
IX icon
ORIX
IX
+$234K
5
HES
Hess
HES
+$226K

Sector Composition

1 Technology 13.02%
2 Financials 11.91%
3 Healthcare 11.58%
4 Energy 9.13%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$334K 0.28%
26,947
+9,184
127
$328K 0.28%
17,040
-4,653
128
$326K 0.28%
30,474
129
$315K 0.27%
9,446
130
$309K 0.26%
6,510
-452
131
$299K 0.25%
4,635
-221
132
$295K 0.25%
3,875
+203
133
$293K 0.25%
75,231
+1,233
134
$289K 0.25%
3,461
+260
135
$283K 0.24%
11,248
-344
136
$277K 0.24%
4,448
137
$273K 0.23%
23,587
+2,032
138
$273K 0.23%
9,876
139
$269K 0.23%
18,927
-258
140
$268K 0.23%
1,462
+16
141
$265K 0.22%
23,223
142
$264K 0.22%
4,764
-83
143
$262K 0.22%
6,856
144
$261K 0.22%
+11,135
145
$256K 0.22%
3,139
-143
146
$255K 0.22%
10,020
+105
147
$251K 0.21%
18,417
-510
148
$247K 0.21%
69,117
149
$245K 0.21%
5,996
+11
150
$244K 0.21%
41,349
4 5
6
7 8