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
$110M
AUM Growth
+$4.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$494K
2
+$370K
3
+$288K
4
FE icon
FirstEnergy
FE
+$270K
5
NXJ icon
Nuveen New Jersey Quality Municipal Income Fund
NXJ
+$264K

Top Sells

1
+$749K
2
+$289K
3
+$209K
4
DEO icon
Diageo
DEO
+$207K
5
OUBS
USB AG (NEW)
OUBS
+$204K

Sector Composition

1 Technology 13.51%
2 Financials 12.06%
3 Healthcare 11.96%
4 Energy 10.21%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-17,613
177
– –
-14,062
178
– –
-16,230
179
– –
-3,526
180
– –
-11,890
181
– –
-10,587
182
– –
-51,102
183
– –
-13,780
184
– –
-11,059
4 5 6 7
8