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
$125M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$484K
3
+$480K
4
GS icon
Goldman Sachs
GS
+$384K
5
DEO icon
Diageo
DEO
+$337K

Top Sells

1
+$1.26M
2
+$356K
3
+$269K
4
HSBC icon
HSBC
HSBC
+$212K
5
IX icon
ORIX
IX
+$210K

Sector Composition

1 Technology 11.85%
2 Healthcare 11.63%
3 Financials 11.6%
4 Consumer Staples 9.66%
5 Energy 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$253K 0.2%
68,098
152
$250K 0.2%
6,922
-635
153
$244K 0.2%
6,592
+470
154
$242K 0.19%
5,096
+1,146
155
$241K 0.19%
41,349
156
$240K 0.19%
57,171
+1,363
157
$237K 0.19%
15,963
+7,066
158
$237K 0.19%
9,876
159
$231K 0.18%
2,822
160
$228K 0.18%
3,139
-25
161
$221K 0.18%
27,844
+7,034
162
$215K 0.17%
15,193
163
$213K 0.17%
6,037
+532
164
$210K 0.17%
16,001
+990
165
$203K 0.16%
2,431
-200
166
$202K 0.16%
+2,377
167
$201K 0.16%
7,438
-35
168
$200K 0.16%
14,718
-444
169
$200K 0.16%
10,461
170
$196K 0.16%
10,338
-434
171
$190K 0.15%
71,605
+922
172
$189K 0.15%
58,258
-3,345
173
$188K 0.15%
23,393
-254
174
$183K 0.15%
+10,552
175
$176K 0.14%
10,295
5 6
7
8 9