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
$138M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$806K
3
+$761K
4
WMT icon
Walmart Inc. Common Stock
WMT
+$618K
5
ERC
Allspring Multi-Sector Income Fund
ERC
+$566K

Top Sells

1
+$1.19M
2
+$698K
3
+$269K
4
DVN icon
Devon Energy
DVN
+$244K
5
LLY icon
Eli Lilly
LLY
+$203K

Sector Composition

1 Technology 11.43%
2 Healthcare 11.34%
3 Financials 11.3%
4 Consumer Staples 10.58%
5 Energy 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$273K 0.2%
6,072
152
$272K 0.2%
28,695
+157
153
$269K 0.19%
8,994
-104
154
$265K 0.19%
48,068
-2,842
155
$264K 0.19%
4,878
156
$261K 0.19%
30,123
157
$261K 0.19%
41,951
158
$261K 0.19%
4,448
159
$257K 0.19%
9,446
160
$253K 0.18%
6,922
161
$248K 0.18%
21,054
+5,091
162
$244K 0.18%
3,354
163
$235K 0.17%
2,790
-32
164
$235K 0.17%
5,803
165
$234K 0.17%
+22,097
166
$234K 0.17%
+10,602
167
$229K 0.17%
+13,894
168
$229K 0.17%
41,349
169
$229K 0.17%
+13,382
170
$227K 0.16%
3,139
171
$227K 0.16%
+726
172
$219K 0.16%
+3,244
173
$217K 0.16%
+1,745
174
$215K 0.16%
9,891
+15
175
$214K 0.15%
6,277
+240
5 6
7
8 9