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
$174M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$654K
3
+$530K
4
AAPL icon
Apple
AAPL
+$469K
5
CXW icon
CoreCivic
CXW
+$282K

Top Sells

1
+$988K
2
+$221K
3
+$219K
4
CSI
Cutwater Select Income Fund
CSI
+$212K
5
KMB icon
Kimberly-Clark
KMB
+$209K

Sector Composition

1 Financials 12.25%
2 Technology 10.93%
3 Energy 10.82%
4 Healthcare 9.85%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$471K 0.27%
32,449
+16,495
127
$471K 0.27%
24,659
-1,871
128
$469K 0.27%
+16,200
129
$469K 0.27%
7,396
-5
130
$463K 0.27%
6,466
+3,421
131
$462K 0.27%
10,410
+493
132
$461K 0.27%
3,031
-82
133
$456K 0.26%
18,954
-820
134
$455K 0.26%
42,010
+831
135
$453K 0.26%
5,244
-211
136
$444K 0.26%
10,015
-349
137
$444K 0.26%
89,281
-5,568
138
$432K 0.25%
9,218
-1,501
139
$427K 0.25%
541
-55
140
$426K 0.25%
35,586
-4,158
141
$397K 0.23%
5,573
-366
142
$394K 0.23%
9,945
+700
143
$392K 0.23%
38,816
-6,914
144
$391K 0.23%
10,852
-594
145
$388K 0.22%
61,368
+6,844
146
$388K 0.22%
7,697
-459
147
$385K 0.22%
7,659
-53
148
$383K 0.22%
5,165
-789
149
$382K 0.22%
9,392
+2,039
150
$382K 0.22%
10,025
-3,310
4 5
6
7 8