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
$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
$533K 0.24%
42,611
-3,593
127
$525K 0.23%
2,546
128
$524K 0.23%
512
129
$524K 0.23%
58,115
+32,717
130
$519K 0.23%
5,484
131
$514K 0.23%
7,469
132
$509K 0.23%
30,690
+650
133
$507K 0.23%
6,360
-26
134
$505K 0.22%
67,029
-949
135
$496K 0.22%
87,335
-1,982
136
$494K 0.22%
8,491
-46
137
$494K 0.22%
9,458
-302
138
$493K 0.22%
3,907
-25
139
$487K 0.22%
8,137
140
$483K 0.21%
34,226
141
$472K 0.21%
21,709
142
$469K 0.21%
4,979
-115
143
$467K 0.21%
8,322
-295
144
$465K 0.21%
2,779
+102
145
$464K 0.21%
4,872
+5
146
$454K 0.2%
5,595
-125
147
$444K 0.2%
9,560
+2,560
148
$436K 0.19%
3,663
-68
149
$435K 0.19%
5,324
+256
150
$431K 0.19%
5,628
-36
4 5
6
7 8