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
$138M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$806K
3
+$761K
4
WMT icon
Walmart Inc. Common Stock
WMT
+$618K
5
ERC
Allspring Multi-Sector Income Fund
ERC
+$566K

Top Sells

1
+$1.19M
2
+$698K
3
+$269K
4
DVN icon
Devon Energy
DVN
+$244K
5
LLY icon
Eli Lilly
LLY
+$203K

Sector Composition

1 Technology 11.43%
2 Healthcare 11.34%
3 Financials 11.3%
4 Consumer Staples 10.58%
5 Energy 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$373K 0.27%
12,105
-258
127
$373K 0.27%
3,124
128
$371K 0.27%
14,112
-1,952
129
$371K 0.27%
8,266
-874
130
$370K 0.27%
5,952
+1
131
$363K 0.26%
47,227
132
$328K 0.24%
46,772
+5,684
133
$319K 0.23%
+8,373
134
$319K 0.23%
+20,909
135
$317K 0.23%
9,476
-123
136
$312K 0.23%
7,012
-1,092
137
$312K 0.23%
+6,530
138
$307K 0.22%
6,673
-617
139
$305K 0.22%
7,075
-55
140
$304K 0.22%
+7,081
141
$299K 0.22%
12,410
-512
142
$299K 0.22%
17,742
143
$298K 0.22%
20,551
144
$297K 0.21%
8,702
+172
145
$295K 0.21%
18,085
-2,245
146
$294K 0.21%
2,634
+401
147
$287K 0.21%
24,827
-394
148
$281K 0.2%
33,320
+5,476
149
$275K 0.2%
68,098
150
$274K 0.2%
7,681
-356
4 5
6
7 8