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
$165M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$307K
2
+$291K
3
+$288K
4
QCOM icon
Qualcomm
QCOM
+$281K
5
AGN
Allergan plc
AGN
+$278K

Top Sells

1
+$244K
2
+$231K
3
+$227K
4
COF icon
Capital One
COF
+$218K
5
IX icon
ORIX
IX
+$201K

Sector Composition

1 Consumer Staples 10.97%
2 Healthcare 10.88%
3 Technology 10.66%
4 Energy 10.25%
5 Financials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$429K 0.26%
84,703
+20,360
127
$426K 0.26%
13,935
+775
128
$420K 0.25%
69,384
+18,724
129
$418K 0.25%
17,488
+2,844
130
$417K 0.25%
7,487
-367
131
$416K 0.25%
5,953
+1
132
$403K 0.24%
9,263
+1,715
133
$386K 0.23%
10,167
+50
134
$370K 0.22%
2,489
+482
135
$368K 0.22%
78,220
136
$366K 0.22%
41,179
+449
137
$365K 0.22%
10,106
-120
138
$357K 0.22%
10,596
-30
139
$356K 0.22%
21,666
140
$354K 0.21%
7,386
+33
141
$353K 0.21%
49,364
142
$352K 0.21%
5,690
-114
143
$350K 0.21%
8,610
+182
144
$350K 0.21%
8,958
-41
145
$348K 0.21%
6,212
-214
146
$347K 0.21%
52,228
+768
147
$346K 0.21%
39,744
+1,278
148
$342K 0.21%
34,969
149
$341K 0.21%
11,519
150
$333K 0.2%
7,348
+449
4 5
6
7 8