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
$129M
AUM Growth
-$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$429K
3
+$379K
4
UL icon
Unilever
UL
+$291K
5
EMN icon
Eastman Chemical
EMN
+$288K

Top Sells

1
+$568K
2
+$246K
3
+$216K
4
ELV icon
Elevance Health
ELV
+$213K
5
NUE icon
Nucor
NUE
+$201K

Sector Composition

1 Healthcare 12.11%
2 Financials 12%
3 Technology 11.89%
4 Energy 9.42%
5 Consumer Discretionary 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$247K 0.19%
3,139
152
$245K 0.19%
69,117
153
$243K 0.19%
+2,822
154
$243K 0.19%
41,349
155
$242K 0.19%
42,833
+5,442
156
$241K 0.19%
9,214
-342
157
$240K 0.19%
39,918
+13,754
158
$236K 0.18%
16,955
-954
159
$235K 0.18%
+5,359
160
$233K 0.18%
10,295
-722
161
$229K 0.18%
8,277
-46
162
$225K 0.17%
23,647
+233
163
$223K 0.17%
10,999
-512
164
$222K 0.17%
15,193
165
$222K 0.17%
+1,586
166
$220K 0.17%
11,607
-663
167
$218K 0.17%
2,545
168
$213K 0.16%
10,632
169
$211K 0.16%
10,944
170
$209K 0.16%
1,888
+92
171
$209K 0.16%
14,706
+1,064
172
$208K 0.16%
20,575
+9,396
173
$205K 0.16%
+3,184
174
$205K 0.16%
2,377
-121
175
$199K 0.15%
5,863
+361
4 5 6
7
8