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
$183M
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$796K
2
+$789K
3
+$690K
4
SLB icon
SLB Ltd
SLB
+$685K
5
COF icon
Capital One
COF
+$627K

Top Sells

1
+$1.15M
2
+$473K
3
+$425K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$410K
5
AGO icon
Assured Guaranty
AGO
+$367K

Sector Composition

1 Healthcare 14.06%
2 Technology 13.52%
3 Industrials 10.51%
4 Consumer Staples 10.23%
5 Financials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$360K 0.2%
+30,543
152
$355K 0.19%
4,703
+151
153
$355K 0.19%
23,783
+91
154
$350K 0.19%
15,304
+3,872
155
$346K 0.19%
2,685
+1,186
156
$344K 0.19%
41,304
+2,001
157
$341K 0.19%
61,382
+2,339
158
$340K 0.19%
2,755
-427
159
$336K 0.18%
49,059
+7,851
160
$336K 0.18%
9,841
+1,679
161
$335K 0.18%
2,372
162
$334K 0.18%
27,637
-834
163
$334K 0.18%
7,675
-154
164
$329K 0.18%
89,103
+1,729
165
$326K 0.18%
+11,105
166
$324K 0.18%
51,338
-1,617
167
$324K 0.18%
5,903
+3,792
168
$317K 0.17%
26,458
-9,136
169
$308K 0.17%
61,271
-8,970
170
$308K 0.17%
5,112
171
$306K 0.17%
5,082
+3,255
172
$301K 0.16%
2,173
-1,053
173
$299K 0.16%
6,316
-683
174
$296K 0.16%
5,100
-1,060
175
$295K 0.16%
64,881
-8,833
5 6
7
8 9