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
$125M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$484K
3
+$480K
4
GS icon
Goldman Sachs
GS
+$384K
5
DEO icon
Diageo
DEO
+$337K

Top Sells

1
+$1.26M
2
+$356K
3
+$269K
4
HSBC icon
HSBC
HSBC
+$212K
5
IX icon
ORIX
IX
+$210K

Sector Composition

1 Technology 11.85%
2 Healthcare 11.63%
3 Financials 11.6%
4 Consumer Staples 9.66%
5 Energy 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$324K 0.26%
12,363
-996
127
$324K 0.26%
47,227
-2,885
128
$318K 0.25%
12,922
+3
129
$317K 0.25%
8,104
+649
130
$316K 0.25%
25,221
-1,633
131
$308K 0.25%
17,742
+200
132
$306K 0.24%
20,808
+4
133
$299K 0.24%
20,330
-515
134
$291K 0.23%
7,130
+207
135
$288K 0.23%
8,037
-121
136
$286K 0.23%
20,551
-583
137
$286K 0.23%
4,448
138
$285K 0.23%
50,910
-643
139
$279K 0.22%
5,803
140
$278K 0.22%
8,530
-728
141
$271K 0.22%
6,072
+236
142
$270K 0.22%
4,878
+14
143
$270K 0.22%
30,123
144
$269K 0.21%
27,688
-2,242
145
$264K 0.21%
9,098
-1,382
146
$264K 0.21%
+2,233
147
$264K 0.21%
3,354
148
$258K 0.21%
+3,955
149
$256K 0.2%
9,446
150
$255K 0.2%
41,951
4 5
6
7 8