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
$118M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$430K
2
+$359K
3
+$353K
4
FE icon
FirstEnergy
FE
+$344K
5
DE icon
Deere & Co
DE
+$311K

Top Sells

1
+$666K
2
+$271K
3
+$239K
4
IX icon
ORIX
IX
+$234K
5
HES
Hess
HES
+$226K

Sector Composition

1 Technology 13.02%
2 Financials 11.91%
3 Healthcare 11.58%
4 Energy 9.13%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$146K 0.12%
+10,448
177
$133K 0.11%
11,098
178
$110K 0.09%
3,258
179
$98K 0.08%
+29,727
180
$98K 0.08%
10,683
181
$93K 0.08%
15,502
-1,318
182
$71K 0.06%
23,531
-295
183
$24K 0.02%
11,572
-1,233
184
– –
-2,565
185
– –
-2,289
186
– –
-14,100
187
– –
-2,822
188
– –
-3,714
189
– –
-3,351
190
$0 ﹤0.01%
+51,139
4 5 6 7
8