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
$194M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$465K
2
+$425K
3
+$404K
4
JLL icon
Jones Lang LaSalle
JLL
+$323K
5
FE icon
FirstEnergy
FE
+$322K

Top Sells

1
+$104K
2
+$89.6K
3
+$79K
4
CB icon
Chubb
CB
+$77.5K
5
NMR icon
Nomura Holdings
NMR
+$60.4K

Sector Composition

1 Financials 11.75%
2 Technology 11.62%
3 Healthcare 10.33%
4 Energy 9.68%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$539K 0.28%
15,719
+745
127
$537K 0.28%
8,068
+311
128
$533K 0.27%
7,851
+1,385
129
$523K 0.27%
3,166
+135
130
$518K 0.27%
11,072
+1,854
131
$514K 0.27%
26,577
+1,918
132
$508K 0.26%
6,915
+1,342
133
$508K 0.26%
6,223
+867
134
$507K 0.26%
96,196
+6,915
135
$500K 0.26%
6,445
+270
136
$495K 0.26%
7,011
+442
137
$482K 0.25%
11,439
+1,494
138
$478K 0.25%
5,871
+706
139
$457K 0.24%
11,481
+1,555
140
$455K 0.23%
10,566
+551
141
$452K 0.23%
15,261
+226
142
$446K 0.23%
5,633
+389
143
$440K 0.23%
12,434
+1,582
144
$431K 0.22%
596
+55
145
$426K 0.22%
8,287
+891
146
$423K 0.22%
10,551
+420
147
$412K 0.21%
10,575
+550
148
$407K 0.21%
8,056
+359
149
$401K 0.21%
7,962
+1,135
150
$393K 0.2%
14,666
+4,480
4 5
6
7 8