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
$194M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$465K
2
+$425K
3
+$404K
4
JLL icon
Jones Lang LaSalle
JLL
+$323K
5
FE icon
FirstEnergy
FE
+$322K

Top Sells

1
+$104K
2
+$89.6K
3
+$79K
4
CB icon
Chubb
CB
+$77.5K
5
NMR icon
Nomura Holdings
NMR
+$60.4K

Sector Composition

1 Financials 11.75%
2 Technology 11.62%
3 Healthcare 10.33%
4 Energy 9.68%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$387K 0.2%
10,698
+1,582
152
$373K 0.19%
38,495
-321
153
$366K 0.19%
7,608
-51
154
$364K 0.19%
24,961
+2,439
155
$356K 0.18%
32,848
+1,788
156
$353K 0.18%
62,568
+1,200
157
$350K 0.18%
6,546
+887
158
$346K 0.18%
7,039
+1,020
159
$344K 0.18%
8,239
160
$344K 0.18%
5,426
+378
161
$341K 0.18%
6,106
+552
162
$332K 0.17%
21,359
163
$329K 0.17%
8,654
+826
164
$329K 0.17%
14,454
+1,925
165
$322K 0.17%
28,002
166
$321K 0.17%
40,323
-2,235
167
$318K 0.16%
4,883
+428
168
$318K 0.16%
+19,399
169
$310K 0.16%
7,295
-4
170
$309K 0.16%
6,922
+477
171
$307K 0.16%
+1,840
172
$306K 0.16%
9,282
+1,314
173
$304K 0.16%
5,769
+656
174
$298K 0.15%
13,706
+474
175
$297K 0.15%
24,667
+2,171
5 6
7
8 9