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
$155M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$410K
2
+$409K
3
+$407K
4
LVS icon
Las Vegas Sands
LVS
+$390K
5
AXP icon
American Express
AXP
+$386K

Top Sells

1
+$9.38M
2
+$1.59M
3
+$554K
4
JSM
Navient Corp 6% Senior Notes due December 15 2043
JSM
+$229K
5
CS
Credit Suisse Group
CS
+$215K

Sector Composition

1 Technology 11.12%
2 Consumer Staples 10.86%
3 Healthcare 10.77%
4 Financials 10.19%
5 Energy 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$393K 0.25%
6,569
127
$391K 0.25%
4,754
+1,400
128
$390K 0.25%
+7,548
129
$386K 0.25%
23,784
-1,043
130
$386K 0.25%
+6,282
131
$383K 0.25%
7,854
+842
132
$377K 0.24%
21,666
-1,564
133
$374K 0.24%
5,804
+926
134
$371K 0.24%
78,220
-4,384
135
$370K 0.24%
40,730
+7,410
136
$370K 0.24%
3,124
137
$364K 0.23%
+6,039
138
$358K 0.23%
+9,175
139
$349K 0.22%
11,519
-586
140
$343K 0.22%
12,553
-1,030
141
$337K 0.22%
34,969
-4,164
142
$334K 0.22%
8,428
-274
143
$332K 0.21%
7,353
+278
144
$330K 0.21%
38,466
+8,343
145
$330K 0.21%
10,626
+1,150
146
$323K 0.21%
10,226
+1,232
147
$323K 0.21%
8,694
+570
148
$320K 0.21%
6,899
-182
149
$316K 0.2%
6,426
-247
150
$315K 0.2%
2,007
-202
4 5
6
7 8