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
$165M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$307K
2
+$291K
3
+$288K
4
QCOM icon
Qualcomm
QCOM
+$281K
5
AGN
Allergan plc
AGN
+$278K

Top Sells

1
+$244K
2
+$231K
3
+$227K
4
COF icon
Capital One
COF
+$218K
5
IX icon
ORIX
IX
+$201K

Sector Composition

1 Consumer Staples 10.97%
2 Healthcare 10.88%
3 Technology 10.66%
4 Energy 10.25%
5 Financials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$332K 0.2%
4,754
152
$328K 0.2%
20,142
+1,097
153
$326K 0.2%
42,558
154
$317K 0.19%
9,485
+310
155
$316K 0.19%
5,725
-25
156
$314K 0.19%
17,108
-634
157
$310K 0.19%
7,712
+31
158
$310K 0.19%
8,156
-538
159
$309K 0.19%
26,901
+106
160
$307K 0.19%
+8,461
161
$297K 0.18%
3,937
+313
162
$291K 0.18%
+10,695
163
$288K 0.17%
+13,894
164
$286K 0.17%
5,944
165
$285K 0.17%
5,254
+311
166
$285K 0.17%
6,959
+37
167
$283K 0.17%
6,254
+39
168
$281K 0.17%
18,751
+6,409
169
$276K 0.17%
4,455
170
$274K 0.17%
19,586
-123
171
$274K 0.17%
10,738
+158
172
$271K 0.16%
3,102
+34
173
$271K 0.16%
4,688
+1
174
$270K 0.16%
6,569
175
$270K 0.16%
31,350
+2,833
5 6
7
8 9