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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
$212M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$361K
2
+$329K
3
+$327K
4
FE icon
FirstEnergy
FE
+$272K
5
L icon
Loews
L
+$230K

Top Sells

1
+$367K
2
+$285K
3
+$255K
4
HES
Hess
HES
+$217K
5
NUE icon
Nucor
NUE
+$208K

Sector Composition

1 Technology 13.9%
2 Healthcare 12.21%
3 Consumer Staples 10.17%
4 Industrials 9.96%
5 Financials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LHX icon
126
L3Harris
LHX
$59.1B
$519K 0.25%
3,054
-36
BTO
127
John Hancock Financial Opportunities Fund
BTO
$746M
$517K 0.24%
24,144
-947
SYF icon
128
Synchrony
SYF
$25.7B
$512K 0.24%
19,560
-6,009
VLO icon
129
Valero Energy
VLO
$70.7B
$496K 0.23%
11,449
+445
GD icon
130
General Dynamics
GD
$98.9B
$495K 0.23%
3,576
-253
DD
131
DELISTED
Du Pont De Nemours E I
DD
$492K 0.23%
8,868
-985
CEE
132
Central and Eastern Europe Fund
CEE
$141M
$483K 0.23%
24,597
-130
BAH icon
133
Booz Allen Hamilton
BAH
$8.8B
$481K 0.23%
5,798
-53
LVS icon
134
Las Vegas Sands
LVS
$32.3B
$480K 0.23%
10,284
-388
DISCK
135
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$472K 0.22%
24,092
-2,326
UNP icon
136
Union Pacific
UNP
$155B
$467K 0.22%
2,372
BUD
137
DELISTED
ANHEUSER BUSCH COS INC
BUD
$459K 0.22%
8,514
+792
SPG icon
138
Simon Property Group
SPG
$69.2B
$459K 0.22%
7,090
+1,327
RTX icon
139
RTX Corp
RTX
$258B
$445K 0.21%
7,733
+380
D icon
140
Dominion Energy
D
$60.2B
$443K 0.21%
5,610
-108
TEVA icon
141
Teva Pharmaceuticals
TEVA
$38B
$441K 0.21%
48,966
-722
BKR icon
142
Baker Hughes
BKR
$60.5B
$431K 0.2%
32,395
+925
GGT
143
Gabelli Multimedia Trust
GGT
$177M
$428K 0.2%
67,248
-1,031
RMT
144
Royce Micro-Cap Trust
RMT
$753M
$425K 0.2%
55,410
-1,165
VTI icon
145
Vanguard Total Stock Market ETF
VTI
$658B
$418K 0.2%
2,456
-229
BIT icon
146
BlackRock Multi-Sector Income Trust
BIT
$710M
$412K 0.19%
26,087
CMA
147
DELISTED
Comerica
CMA
$406K 0.19%
10,611
-291
FLEX icon
148
Flex
FLEX
$53.1B
$401K 0.19%
47,739
TFCF
149
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
$396K 0.19%
14,145
-1,573
ALL icon
150
Allstate
ALL
$57.2B
$392K 0.19%
4,163
4 5
6
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