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
$203M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$488K
3
+$391K
4
XOM icon
Exxon Mobil
XOM
+$348K
5
ASA
ASA Gold and Precious Metals
ASA
+$345K

Top Sells

1
+$1.69M
2
+$346K
3
+$331K
4
HES
Hess
HES
+$211K
5
TXN icon
Texas Instruments
TXN
+$203K

Sector Composition

1 Financials 12.22%
2 Technology 11.8%
3 Healthcare 11.26%
4 Industrials 9.67%
5 Energy 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$555K 0.27%
45,160
-860
127
$551K 0.27%
12,304
+865
128
$547K 0.27%
26,300
-277
129
$529K 0.26%
3,166
130
$528K 0.26%
7,011
131
$526K 0.26%
5,810
-45
132
$524K 0.26%
10,572
+2,610
133
$522K 0.26%
96,196
134
$522K 0.26%
6,041
+13
135
$518K 0.26%
11,072
136
$517K 0.25%
5,844
-27
137
$507K 0.25%
11,732
+1,166
138
$500K 0.25%
20,632
+5,966
139
$498K 0.25%
23,135
+1,127
140
$497K 0.24%
6,730
+507
141
$495K 0.24%
28,588
+9,189
142
$490K 0.24%
6,390
-55
143
$477K 0.23%
12,293
+1,718
144
$471K 0.23%
3,563
+1,639
145
$466K 0.23%
5,633
146
$427K 0.21%
11,033
-448
147
$422K 0.21%
8,056
148
$408K 0.2%
7,608
149
$408K 0.2%
31,604
+6,643
150
$407K 0.2%
6,075
-471
4 5
6
7 8