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
$225M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$318K
2
+$302K
3
+$295K
4
HES
Hess
HES
+$285K
5
BF
BASF AKTIENGESELLT ADS(RP1 ORD
BF
+$283K

Top Sells

1
+$438K
2
+$212K
3
+$186K
4
PCG icon
PG&E
PCG
+$180K
5
AIG icon
American International
AIG
+$126K

Sector Composition

1 Technology 12.61%
2 Healthcare 11.5%
3 Industrials 10.57%
4 Financials 10.48%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$423K 0.19%
5,247
+38
152
$411K 0.18%
6,568
-406
153
$406K 0.18%
14,314
-119
154
$405K 0.18%
25,409
-199
155
$405K 0.18%
48,672
-287
156
$401K 0.18%
12,332
-235
157
$401K 0.18%
3,514
-36
158
$397K 0.18%
77,101
159
$392K 0.17%
22,665
160
$388K 0.17%
18,840
-116
161
$388K 0.17%
6,083
-715
162
$387K 0.17%
19,680
-4,320
163
$382K 0.17%
4,673
+1
164
$376K 0.17%
8,031
165
$373K 0.17%
5,828
+177
166
$373K 0.17%
2,048
167
$368K 0.16%
7,641
+233
168
$359K 0.16%
10,835
-886
169
$350K 0.16%
4,638
-26
170
$350K 0.16%
9,773
-841
171
$349K 0.16%
6,981
-120
172
$345K 0.15%
7,766
-159
173
$344K 0.15%
2,154
-14
174
$337K 0.15%
4,196
+42
175
$334K 0.15%
5,680
-380
5 6
7
8 9