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
$235M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$767K
2
+$629K
3
+$591K
4
DD
Du Pont De Nemours E I
DD
+$508K
5
WBA
Walgreens Boots Alliance
WBA
+$468K

Top Sells

1
+$313K
2
+$214K
3
+$203K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$203K
5
CMI icon
Cummins
CMI
+$201K

Sector Composition

1 Technology 12.84%
2 Healthcare 11.46%
3 Financials 10.84%
4 Industrials 10.84%
5 Energy 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$452K 0.19%
5,840
+212
152
$447K 0.19%
21,561
-148
153
$434K 0.18%
5,258
-226
154
$418K 0.18%
8,471
-102
155
$417K 0.18%
3,354
-309
156
$413K 0.18%
8,111
+80
157
$413K 0.18%
50,219
+1,547
158
$411K 0.17%
18,998
+158
159
$396K 0.17%
25,409
160
$391K 0.17%
76,126
-975
161
$384K 0.16%
4,402
-271
162
$383K 0.16%
6,981
163
$383K 0.16%
5,828
164
$382K 0.16%
5,247
165
$381K 0.16%
11,997
-335
166
$380K 0.16%
6,046
+905
167
$378K 0.16%
22,665
168
$377K 0.16%
4,638
169
$374K 0.16%
5,466
-617
170
$358K 0.15%
4,130
-66
171
$356K 0.15%
2,048
172
$354K 0.15%
6,480
-74
173
$353K 0.15%
2,135
-19
174
$351K 0.15%
34,353
-119
175
$351K 0.15%
1,540
-25
5 6
7
8 9