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
$134M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$648K
2
+$494K
3
+$403K
4
BHI
Baker Hughes
BHI
+$381K
5
DE icon
Deere & Co
DE
+$348K

Top Sells

1
+$330K
2
+$299K
3
+$239K
4
HSBC icon
HSBC
HSBC
+$208K
5
NEM icon
Newmont
NEM
+$201K

Sector Composition

1 Technology 15.88%
2 Financials 11.05%
3 Healthcare 10.71%
4 Communication Services 9.65%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$246K 0.18%
+17,828
152
$235K 0.17%
69,117
153
$234K 0.17%
41,349
154
$232K 0.17%
41,951
-938
155
$231K 0.17%
11,511
+650
156
$230K 0.17%
12,176
-10,633
157
$227K 0.17%
+5,417
158
$224K 0.17%
+2,498
159
$216K 0.16%
5,457
-539
160
$215K 0.16%
+22,889
161
$214K 0.16%
2,400
162
$213K 0.16%
27,549
-2
163
$212K 0.16%
+2,545
164
$210K 0.16%
10,944
-78
165
$209K 0.16%
23,414
+191
166
$206K 0.15%
10,632
167
$205K 0.15%
+1,796
168
$203K 0.15%
+8,323
169
$201K 0.15%
4,095
170
$201K 0.15%
+1,690
171
$201K 0.15%
5,502
172
$197K 0.15%
15,193
-3,734
173
$194K 0.14%
14,245
+3,797
174
$191K 0.14%
26,164
-3,196
175
$188K 0.14%
13,642
-1,575
4 5 6
7
8