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
$134M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$648K
2
+$494K
3
+$403K
4
BHI
Baker Hughes
BHI
+$381K
5
DE icon
Deere & Co
DE
+$348K

Top Sells

1
+$330K
2
+$299K
3
+$239K
4
HSBC icon
HSBC
HSBC
+$208K
5
NEM icon
Newmont
NEM
+$201K

Sector Composition

1 Technology 15.88%
2 Financials 11.05%
3 Healthcare 10.71%
4 Communication Services 9.65%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$341K 0.25%
5,099
+1,224
127
$339K 0.25%
50,112
-1,019
128
$338K 0.25%
74,578
-653
129
$335K 0.25%
9,814
-1,216
130
$332K 0.25%
7,382
+526
131
$326K 0.24%
50,128
+15,491
132
$321K 0.24%
11,624
+376
133
$314K 0.23%
4,448
134
$306K 0.23%
37,391
-965
135
$290K 0.22%
20,581
-3,272
136
$289K 0.22%
9,460
+1,806
137
$289K 0.22%
16,140
+4,026
138
$287K 0.21%
12,270
-1,478
139
$287K 0.21%
33,908
-3,676
140
$284K 0.21%
9,915
-105
141
$282K 0.21%
31,372
+16,881
142
$276K 0.21%
4,764
143
$276K 0.21%
1,424
-38
144
$270K 0.2%
+2,967
145
$270K 0.2%
9,556
-1,191
146
$263K 0.2%
14,331
+6,874
147
$259K 0.19%
3,139
148
$253K 0.19%
11,017
149
$248K 0.18%
9,876
150
$246K 0.18%
17,909
-508
4 5
6
7 8