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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.21M
3
+$2.14M
4
PFE icon
Pfizer
PFE
+$2.1M
5
WDC icon
Western Digital
WDC
+$1.96M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.53%
2 Technology 13.15%
3 Healthcare 11.48%
4 Energy 10.74%
5 Consumer Discretionary 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$200K 0.19%
+26,586
152
$200K 0.19%
+11,197
153
$198K 0.19%
+10,838
154
$196K 0.19%
+10,069
155
$191K 0.18%
+57,251
156
$187K 0.18%
+11,881
157
$182K 0.17%
+14,557
158
$178K 0.17%
+3,526
159
$164K 0.16%
+13,780
160
$163K 0.15%
+13,638
161
$158K 0.15%
+13,217
162
$154K 0.15%
+13,168
163
$153K 0.15%
+13,806
164
$151K 0.14%
+12,204
165
$150K 0.14%
+16,523
166
$132K 0.13%
+10,075
167
$126K 0.12%
+18,944
168
$121K 0.11%
+11,059
169
$119K 0.11%
+13,143
170
$105K 0.1%
+23,769
171
$103K 0.1%
+17,613
172
$87K 0.08%
+14,062
173
$66K 0.06%
+11,890
174
$62K 0.06%
+14,409
175
$0 ﹤0.01%
+51,102
3 4 5 6
7