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
$115M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$666K
2
+$315K
3
+$271K
4
VTV icon
Vanguard Value ETF
VTV
+$271K
5
TPR icon
Tapestry
TPR
+$262K

Top Sells

1
+$270K
2
+$251K
3
+$237K
4
MCK icon
McKesson
MCK
+$227K
5
VOD icon
Vodafone
VOD
+$205K

Sector Composition

1 Technology 12.97%
2 Financials 12.06%
3 Healthcare 11.43%
4 Energy 9.95%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$246K 0.21%
11,197
152
$242K 0.21%
1,446
-30
153
$239K 0.21%
2,822
154
$234K 0.2%
+14,100
155
$227K 0.2%
55,152
-12,436
156
$226K 0.2%
2,289
-254
157
$223K 0.19%
8,788
158
$222K 0.19%
1,681
159
$221K 0.19%
17,763
+2,130
160
$220K 0.19%
7,078
-120
161
$220K 0.19%
26,125
-461
162
$217K 0.19%
10,895
+255
163
$217K 0.19%
+5,985
164
$216K 0.19%
+2,565
165
$215K 0.19%
4,915
166
$203K 0.18%
10,080
167
$202K 0.18%
18,441
+1,786
168
$202K 0.18%
4,095
-184
169
$191K 0.17%
11,098
170
$180K 0.16%
5,502
+1,104
171
$175K 0.15%
20,668
-4,928
172
$164K 0.14%
12,994
+1,178
173
$147K 0.13%
22,047
+6,714
174
$138K 0.12%
16,820
+1,451
175
$124K 0.11%
+3,258
4 5 6
7
8