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
$155M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$410K
2
+$409K
3
+$407K
4
LVS icon
Las Vegas Sands
LVS
+$390K
5
AXP icon
American Express
AXP
+$386K

Top Sells

1
+$9.38M
2
+$1.59M
3
+$554K
4
JSM
Navient Corp 6% Senior Notes due December 15 2043
JSM
+$229K
5
CS
Credit Suisse Group
CS
+$215K

Sector Composition

1 Technology 11.12%
2 Consumer Staples 10.86%
3 Healthcare 10.77%
4 Financials 10.19%
5 Energy 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$315K 0.2%
28,517
-178
152
$312K 0.2%
42,558
-4,669
153
$311K 0.2%
17,742
154
$307K 0.2%
7,664
-602
155
$305K 0.2%
26,795
+4,698
156
$299K 0.19%
7,681
157
$295K 0.19%
50,660
+2,592
158
$289K 0.19%
19,045
-1,506
159
$288K 0.19%
49,364
+8,868
160
$286K 0.18%
4,687
+239
161
$283K 0.18%
6,922
162
$279K 0.18%
5,750
-3,454
163
$273K 0.18%
+2,977
164
$271K 0.17%
64,343
+21,135
165
$270K 0.17%
5,944
-128
166
$269K 0.17%
10,580
-22
167
$266K 0.17%
9,446
168
$261K 0.17%
19,709
+9,571
169
$261K 0.17%
17,263
-822
170
$254K 0.16%
+4,455
171
$253K 0.16%
10,751
-1,659
172
$251K 0.16%
+4,943
173
$248K 0.16%
3,624
+380
174
$248K 0.16%
+2,652
175
$245K 0.16%
17,104
+3,064
5 6
7
8 9