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
$203M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$488K
3
+$391K
4
XOM icon
Exxon Mobil
XOM
+$348K
5
ASA
ASA Gold and Precious Metals
ASA
+$345K

Top Sells

1
+$1.69M
2
+$346K
3
+$331K
4
HES
Hess
HES
+$211K
5
TXN icon
Texas Instruments
TXN
+$203K

Sector Composition

1 Financials 12.22%
2 Technology 11.8%
3 Healthcare 11.26%
4 Industrials 9.67%
5 Energy 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$405K 0.2%
12,434
152
$398K 0.2%
10,238
-460
153
$397K 0.2%
8,289
+2
154
$390K 0.19%
6,519
+1,093
155
$383K 0.19%
4,988
+1,275
156
$382K 0.19%
7,086
+1,317
157
$373K 0.18%
32,514
-334
158
$363K 0.18%
5,000
+117
159
$361K 0.18%
66,780
+4,212
160
$359K 0.18%
8,407
+1,368
161
$352K 0.17%
6,618
+1,464
162
$345K 0.17%
14,454
163
$344K 0.17%
6,851
-71
164
$343K 0.17%
14,772
-489
165
$342K 0.17%
15,608
+3,861
166
$341K 0.17%
21,359
167
$340K 0.17%
596
168
$339K 0.17%
39,899
-424
169
$332K 0.16%
6,106
170
$328K 0.16%
8,534
-120
171
$327K 0.16%
+12,286
172
$323K 0.16%
7,199
-96
173
$323K 0.16%
9,812
-739
174
$319K 0.16%
2,381
-63
175
$316K 0.16%
28,002
5 6
7
8 9