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
$221M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$918K
3
+$652K
4
WBA
Walgreens Boots Alliance
WBA
+$497K
5
BIIB icon
Biogen
BIIB
+$327K

Top Sells

1
+$624K
2
+$374K
3
+$360K
4
ETN icon
Eaton
ETN
+$357K
5
MRK icon
Merck
MRK
+$343K

Sector Composition

1 Technology 12.45%
2 Healthcare 11.46%
3 Industrials 11.03%
4 Financials 10.88%
5 Consumer Staples 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$441K 0.2%
3,729
-2,207
152
$441K 0.2%
5,131
-496
153
$424K 0.19%
53,737
-12,900
154
$423K 0.19%
52,655
+2,436
155
$414K 0.19%
4,337
-1,088
156
$412K 0.19%
7,715
-1,743
157
$405K 0.18%
3,181
-173
158
$401K 0.18%
58,284
-16,514
159
$392K 0.18%
4,403
+1
160
$390K 0.18%
13,951
+6,155
161
$388K 0.18%
73,714
-2,412
162
$387K 0.18%
2,390
-287
163
$385K 0.17%
4,638
164
$383K 0.17%
15,579
-3,419
165
$380K 0.17%
19,285
-2,276
166
$377K 0.17%
1,540
167
$377K 0.17%
1,923
-125
168
$372K 0.17%
4,552
-706
169
$368K 0.17%
25,409
170
$355K 0.16%
5,722
+1,136
171
$354K 0.16%
5,651
-395
172
$350K 0.16%
6,686
-295
173
$345K 0.16%
2,135
174
$344K 0.16%
4,718
-748
175
$343K 0.16%
8,276
+2,211
5 6
7
8 9