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
$235M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$767K
2
+$629K
3
+$591K
4
DD
Du Pont De Nemours E I
DD
+$508K
5
WBA
Walgreens Boots Alliance
WBA
+$468K

Top Sells

1
+$313K
2
+$214K
3
+$203K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$203K
5
CMI icon
Cummins
CMI
+$201K

Sector Composition

1 Technology 12.84%
2 Healthcare 11.46%
3 Financials 10.84%
4 Industrials 10.84%
5 Energy 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$586K 0.25%
9,916
-210
127
$571K 0.24%
10,229
-144
128
$564K 0.24%
3,826
-81
129
$563K 0.24%
512
130
$561K 0.24%
45,067
-2,340
131
$558K 0.24%
8,435
-56
132
$558K 0.24%
11,104
+1,349
133
$557K 0.24%
6,360
134
$554K 0.24%
12,812
-738
135
$537K 0.23%
41,426
-1,185
136
$536K 0.23%
30,690
137
$529K 0.23%
8,271
-51
138
$519K 0.22%
34,226
139
$508K 0.22%
+6,769
140
$500K 0.21%
85,743
-1,592
141
$481K 0.2%
66,637
-392
142
$473K 0.2%
9,458
143
$472K 0.2%
4,637
-342
144
$468K 0.2%
+8,565
145
$467K 0.2%
8,357
+220
146
$461K 0.2%
5,627
+32
147
$460K 0.2%
5,071
-253
148
$456K 0.19%
4,872
149
$453K 0.19%
2,677
-102
150
$452K 0.19%
9,591
+1,950
4 5
6
7 8