PVWM

Point View Wealth Management Portfolio holdings

AUM $246M
1-Year Est. Return 10.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$647K
2
+$330K
3
+$299K
4
VTV icon
Vanguard Value ETF
VTV
+$265K
5
NEM icon
Newmont
NEM
+$257K

Top Sells

1
+$259K
2
+$252K
3
+$237K
4
VOD icon
Vodafone
VOD
+$217K
5
MCK icon
McKesson
MCK
+$217K

Sector Composition

1 Technology 12.81%
2 Financials 12.06%
3 Healthcare 11.43%
4 Energy 9.95%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$118K 0.1%
10,683
177
$85K 0.07%
23,826
+295
178
$47K 0.04%
12,805
179
– –
-10,044
180
– –
-12,204
181
– –
-9,257
182
– –
-17,216
4 5 6 7
8