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
$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
$443K 0.24%
71,768
-1,941
127
$439K 0.24%
33,333
+12,776
128
$436K 0.24%
12,682
+5,956
129
$434K 0.24%
24,768
-1,331
130
$434K 0.24%
20,864
+4,453
131
$433K 0.24%
512
132
$427K 0.23%
33,806
-4,880
133
$419K 0.23%
4,879
-136
134
$415K 0.23%
5,755
135
$410K 0.22%
1,297
-3
136
$408K 0.22%
35,218
+26,382
137
$406K 0.22%
22,389
+1,535
138
$396K 0.22%
37,699
+5,320
139
$395K 0.22%
13,553
140
$383K 0.21%
26,057
-3,331
141
$382K 0.21%
4,163
-84
142
$380K 0.21%
3,900
+20
143
$380K 0.21%
8,933
+3,044
144
$377K 0.21%
1,540
145
$374K 0.2%
5,599
+1,295
146
$374K 0.2%
+11,857
147
$373K 0.2%
4,012
-21
148
$368K 0.2%
6,719
+3,778
149
$364K 0.2%
68,279
-3,304
150
$362K 0.2%
33,339
-99
4 5
6
7 8