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
$174M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$654K
3
+$530K
4
AAPL icon
Apple
AAPL
+$469K
5
CXW icon
CoreCivic
CXW
+$282K

Top Sells

1
+$988K
2
+$221K
3
+$219K
4
CSI
Cutwater Select Income Fund
CSI
+$212K
5
KMB icon
Kimberly-Clark
KMB
+$209K

Sector Composition

1 Financials 12.25%
2 Technology 10.93%
3 Energy 10.82%
4 Healthcare 9.85%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$379K 0.22%
10,131
-651
152
$376K 0.22%
8,239
153
$360K 0.21%
5,048
+1,096
154
$348K 0.2%
6,827
+646
155
$343K 0.2%
4,754
156
$326K 0.19%
6,019
-413
157
$323K 0.19%
21,359
-307
158
$322K 0.19%
5,554
-871
159
$321K 0.18%
28,002
160
$317K 0.18%
9,116
-986
161
$313K 0.18%
42,558
162
$306K 0.18%
22,522
-1,545
163
$303K 0.17%
7,299
164
$302K 0.17%
31,060
-3,909
165
$296K 0.17%
17,122
-1,441
166
$292K 0.17%
16,283
-825
167
$289K 0.17%
20,020
168
$288K 0.17%
7,828
-514
169
$286K 0.16%
2,756
-346
170
$279K 0.16%
+4,455
171
$278K 0.16%
+12,529
172
$274K 0.16%
13,232
+960
173
$271K 0.16%
7,968
-915
174
$263K 0.15%
6,060
+533
175
$254K 0.15%
22,496
5 6
7
8 9