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
$129M
AUM Growth
-$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$429K
3
+$379K
4
UL icon
Unilever
UL
+$291K
5
EMN icon
Eastman Chemical
EMN
+$288K

Top Sells

1
+$568K
2
+$246K
3
+$216K
4
ELV icon
Elevance Health
ELV
+$213K
5
NUE icon
Nucor
NUE
+$201K

Sector Composition

1 Healthcare 12.11%
2 Financials 12%
3 Technology 11.89%
4 Energy 9.42%
5 Consumer Discretionary 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$195K 0.15%
27,546
-3
177
$187K 0.14%
26,125
178
$187K 0.14%
+4,985
179
$180K 0.14%
12,295
-2,036
180
$163K 0.13%
+17,048
181
$163K 0.13%
12,767
+573
182
$160K 0.12%
20,668
183
$140K 0.11%
+15,140
184
$125K 0.1%
18,264
-208
185
$119K 0.09%
17,060
-1,312
186
$109K 0.08%
4,739
+913
187
$97K 0.07%
10,398
188
$95K 0.07%
42,355
+6,313
189
$88K 0.07%
23,531
190
$79K 0.06%
+13,758
191
– –
-35,798
192
– –
-5,457
193
– –
-4,095
194
– –
-1,690
195
– –
-12,736
196
– –
-10,980
197
– –
-17,828
198
– –
-16,168
4 5 6 7
8