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
$129M
AUM Growth
-$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$429K
3
+$379K
4
UL icon
Unilever
UL
+$291K
5
EMN icon
Eastman Chemical
EMN
+$288K

Top Sells

1
+$568K
2
+$246K
3
+$216K
4
ELV icon
Elevance Health
ELV
+$213K
5
NUE icon
Nucor
NUE
+$201K

Sector Composition

1 Healthcare 12.11%
2 Financials 12%
3 Technology 11.89%
4 Energy 9.42%
5 Consumer Discretionary 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$341K 0.26%
34,419
+292
127
$336K 0.26%
30,474
128
$335K 0.26%
10,480
+1,020
129
$335K 0.26%
4,185
-131
130
$334K 0.26%
5,605
+506
131
$328K 0.25%
7,607
+225
132
$319K 0.25%
6,421
-392
133
$318K 0.25%
9,738
-76
134
$316K 0.24%
5,888
-622
135
$315K 0.24%
4,448
136
$314K 0.24%
49,420
-708
137
$314K 0.24%
17,542
+1,402
138
$314K 0.24%
31,943
+571
139
$311K 0.24%
9,446
140
$307K 0.24%
21,134
+553
141
$299K 0.23%
74,578
142
$297K 0.23%
10,833
+918
143
$291K 0.22%
4,764
144
$291K 0.22%
+6,987
145
$288K 0.22%
+4,164
146
$286K 0.22%
3,490
+523
147
$266K 0.21%
9,876
148
$261K 0.2%
41,951
149
$253K 0.2%
11,661
-515
150
$248K 0.19%
2,400
4 5
6
7 8