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
$183M
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$796K
2
+$789K
3
+$690K
4
SLB icon
SLB Ltd
SLB
+$685K
5
COF icon
Capital One
COF
+$627K

Top Sells

1
+$1.15M
2
+$473K
3
+$425K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$410K
5
AGO icon
Assured Guaranty
AGO
+$367K

Sector Composition

1 Healthcare 14.06%
2 Technology 13.52%
3 Industrials 10.51%
4 Consumer Staples 10.23%
5 Financials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$439K 0.24%
33,333
+12,776
127
$436K 0.24%
12,682
+5,956
128
$434K 0.24%
24,768
-1,331
129
$434K 0.24%
20,864
+4,453
130
$433K 0.24%
512
131
$427K 0.23%
33,806
-4,880
132
$419K 0.23%
4,879
-136
133
$415K 0.23%
5,755
134
$410K 0.22%
1,297
-3
135
$408K 0.22%
35,218
+26,382
136
$406K 0.22%
22,389
+1,535
137
$396K 0.22%
37,699
+5,320
138
$395K 0.22%
13,553
139
$383K 0.21%
26,057
-3,331
140
$382K 0.21%
4,163
-84
141
$380K 0.21%
3,900
+20
142
$380K 0.21%
8,933
+3,044
143
$377K 0.21%
1,540
144
$374K 0.2%
5,599
+1,295
145
$374K 0.2%
+11,857
146
$373K 0.2%
4,012
-21
147
$368K 0.2%
6,719
+3,778
148
$364K 0.2%
68,279
-3,304
149
$362K 0.2%
33,339
-99
150
$360K 0.2%
+30,543
4 5
6
7 8