PVWM
Point View Wealth Management Portfolio holdings
AUM
$246M
1-Year Return
10.75%
This Quarter Return
-0.44%
1 Year Return
+10.75%
3 Year Return
+27.13%
5 Year Return
+74.51%
10 Year Return
–
AUM
$118M
AUM Growth
+$2.48M
(+2.2%)
Cap. Flow
+$3.25M
Cap. Flow
% of AUM
2.76%
Top 10 Holdings %
Top 10 Hldgs %
17.49%
Holding
193
New
12
Increased
68
Reduced
72
Closed
6
Top Buys
| 1 |
Tapestry
TPR
|
$430K |
| 2 |
MCR
MFS Charter Income Trust
MCR
|
$359K |
| 3 |
Herbalife
HLF
|
$353K |
| 4 |
FirstEnergy
FE
|
$344K |
| 5 |
Deere & Co
DE
|
$311K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$666K |
| 2 |
Vanguard Value ETF
VTV
|
$271K |
| 3 |
ManpowerGroup
MAN
|
$239K |
| 4 |
ORIX
IX
|
$234K |
| 5 |
HES
Hess
HES
|
$226K |
Sector Composition
| 1 | Technology | 13.02% |
| 2 | Financials | 11.91% |
| 3 | Healthcare | 11.58% |
| 4 | Energy | 9.13% |
| 5 | Consumer Discretionary | 8.51% |
