PVWM

Point View Wealth Management Portfolio holdings

AUM $246M
1-Year Est. Return 10.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$318K
2
+$302K
3
+$295K
4
HES
Hess
HES
+$285K
5
BF
BASF AKTIENGESELLT ADS(RP1 ORD
BF
+$283K

Top Sells

1
+$438K
2
+$212K
3
+$186K
4
PCG icon
PG&E
PCG
+$180K
5
AIG icon
American International
AIG
+$126K

Sector Composition

1 Technology 12.61%
2 Healthcare 11.5%
3 Industrials 10.57%
4 Financials 10.48%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$525K 0.23%
2,546
127
$524K 0.23%
512
128
$524K 0.23%
58,115
+32,717
129
$519K 0.23%
5,484
130
$514K 0.23%
7,469
131
$509K 0.23%
30,690
+650
132
$507K 0.23%
6,360
-26
133
$505K 0.22%
67,029
-949
134
$496K 0.22%
87,335
-1,982
135
$494K 0.22%
8,491
-46
136
$494K 0.22%
9,458
-302
137
$493K 0.22%
3,907
-25
138
$487K 0.22%
8,137
139
$483K 0.21%
34,226
140
$472K 0.21%
21,709
141
$469K 0.21%
4,979
-115
142
$467K 0.21%
8,322
-295
143
$465K 0.21%
2,779
+102
144
$464K 0.21%
4,872
+5
145
$454K 0.2%
5,595
-125
146
$444K 0.2%
9,560
+2,560
147
$436K 0.19%
3,663
-68
148
$435K 0.19%
5,324
+256
149
$431K 0.19%
5,628
-36
150
$423K 0.19%
5,247
+38
4 5
6
7 8