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
$134M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$648K
2
+$494K
3
+$403K
4
BHI
Baker Hughes
BHI
+$381K
5
DE icon
Deere & Co
DE
+$348K

Top Sells

1
+$330K
2
+$299K
3
+$239K
4
HSBC icon
HSBC
HSBC
+$208K
5
NEM icon
Newmont
NEM
+$201K

Sector Composition

1 Technology 15.88%
2 Financials 11.05%
3 Healthcare 10.71%
4 Communication Services 9.65%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$187K 0.14%
26,125
177
$153K 0.11%
12,194
178
$150K 0.11%
20,668
179
$129K 0.1%
18,372
-69
180
$116K 0.09%
3,826
+568
181
$107K 0.08%
11,179
-12,408
182
$102K 0.08%
36,042
+6,315
183
$99K 0.07%
10,398
-285
184
$97K 0.07%
35,798
-20,036
185
$91K 0.07%
+18,472
186
$84K 0.06%
23,531
187
$51K 0.04%
12,736
-2,766
188
$12K 0.01%
10,980
-592
189
– –
-11,098
190
– –
-4,635
191
– –
-4,755
192
– –
-8,788
193
– –
-51,139
194
– –
-12,424
195
– –
-1,681
196
– –
-6,004
4 5 6 7
8