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
$208M
AUM Growth
+$5.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$439K
3
+$355K
4
JCI icon
Johnson Controls International
JCI
+$312K
5
IGR
CBRE Global Real Estate Income Fund
IGR
+$279K

Top Sells

1
+$1.23M
2
+$424K
3
+$312K
4
PG icon
Procter & Gamble
PG
+$303K
5
MSFT icon
Microsoft
MSFT
+$289K

Sector Composition

1 Technology 11.89%
2 Financials 11.7%
3 Healthcare 10.61%
4 Energy 10.34%
5 Industrials 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$581K 0.28%
43,996
-633
127
$577K 0.28%
6,375
-921
128
$571K 0.27%
33,191
+4,603
129
$569K 0.27%
3,018
-148
130
$568K 0.27%
4,679
-111
131
$566K 0.27%
45,284
+124
132
$565K 0.27%
13,893
+2,161
133
$558K 0.27%
3,569
+6
134
$552K 0.27%
13,699
-1,182
135
$534K 0.26%
11,979
-325
136
$494K 0.24%
23,290
-3,010
137
$489K 0.23%
36,640
-4,247
138
$488K 0.23%
5,320
-313
139
$481K 0.23%
60,849
+35,338
140
$480K 0.23%
5,875
-166
141
$476K 0.23%
6,175
-215
142
$474K 0.23%
10,373
-660
143
$467K 0.22%
5,074
-770
144
$467K 0.22%
87,766
-8,430
145
$459K 0.22%
6,277
+1,289
146
$452K 0.22%
14,377
+2,084
147
$449K 0.22%
5,050
+50
148
$448K 0.22%
5,308
-767
149
$435K 0.21%
9,433
+1,026
150
$432K 0.21%
9,017
-2,055
4 5
6
7 8