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
$221M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$918K
3
+$652K
4
WBA
Walgreens Boots Alliance
WBA
+$497K
5
BIIB icon
Biogen
BIIB
+$327K

Top Sells

1
+$624K
2
+$374K
3
+$360K
4
ETN icon
Eaton
ETN
+$357K
5
MRK icon
Merck
MRK
+$343K

Sector Composition

1 Technology 12.45%
2 Healthcare 11.46%
3 Industrials 11.03%
4 Financials 10.88%
5 Consumer Staples 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$530K 0.24%
5,829
+758
127
$529K 0.24%
11,211
+1,620
128
$529K 0.24%
40,555
-2,460
129
$528K 0.24%
13,953
-380
130
$519K 0.24%
33,438
-788
131
$516K 0.23%
7,948
-323
132
$516K 0.23%
9,915
-314
133
$516K 0.23%
38,666
-2,760
134
$514K 0.23%
29,970
-720
135
$506K 0.23%
7,127
-1,308
136
$502K 0.23%
4,621
-16
137
$489K 0.22%
8,461
-1,455
138
$488K 0.22%
4,769
-103
139
$482K 0.22%
7,936
-421
140
$476K 0.22%
5,879
+39
141
$475K 0.22%
6,274
+1,027
142
$474K 0.21%
6,641
-128
143
$472K 0.21%
10,605
-499
144
$471K 0.21%
3,793
-33
145
$468K 0.21%
9,825
+1,354
146
$468K 0.21%
23,673
+6,260
147
$458K 0.21%
35,594
-9,473
148
$453K 0.21%
76,587
-9,156
149
$445K 0.2%
8,168
+57
150
$442K 0.2%
4,130
4 5
6
7 8