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
$118M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$430K
2
+$359K
3
+$353K
4
FE icon
FirstEnergy
FE
+$344K
5
DE icon
Deere & Co
DE
+$311K

Top Sells

1
+$666K
2
+$271K
3
+$239K
4
IX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$241K 0.2%
42,889
152
$239K 0.2%
8,788
153
$238K 0.2%
+7,457
154
$238K 0.2%
27,551
+549
155
$223K 0.19%
7,654
+576
156
$222K 0.19%
34,637
+12,590
157
$222K 0.19%
4,095
158
$216K 0.18%
+12,114
159
$213K 0.18%
11,017
-180
160
$210K 0.18%
11,022
+127
161
$210K 0.18%
10,632
+552
162
$208K 0.18%
4,755
-160
163
$208K 0.18%
+15,217
164
$203K 0.17%
26,125
165
$203K 0.17%
+2,400
166
$200K 0.17%
1,681
167
$197K 0.17%
+10,861
168
$192K 0.16%
5,502
169
$183K 0.16%
+14,491
170
$183K 0.16%
+6,004
171
$171K 0.15%
18,441
172
$169K 0.14%
20,668
173
$163K 0.14%
+12,424
174
$154K 0.13%
55,834
+682
175
$152K 0.13%
12,194
-800
4 5 6
7
8