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
$125M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$484K
3
+$480K
4
GS icon
Goldman Sachs
GS
+$384K
5
DEO icon
Diageo
DEO
+$337K

Top Sells

1
+$1.26M
2
+$356K
3
+$269K
4
HSBC icon
HSBC
HSBC
+$212K
5
IX icon
ORIX
IX
+$210K

Sector Composition

1 Technology 11.85%
2 Healthcare 11.63%
3 Financials 11.6%
4 Consumer Staples 9.66%
5 Energy 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$168K 0.13%
38,728
+1,343
177
$167K 0.13%
12,926
+1,267
178
$158K 0.13%
20,668
179
$156K 0.12%
10,135
+785
180
$155K 0.12%
26,305
+553
181
$151K 0.12%
+12,388
182
$150K 0.12%
5,863
183
$148K 0.12%
24,769
+4,194
184
$146K 0.12%
9,068
+3,692
185
$141K 0.11%
28,143
186
$139K 0.11%
+10,659
187
$129K 0.1%
15,805
+3,855
188
$125K 0.1%
10,138
-608
189
$123K 0.1%
14,819
+1,177
190
$120K 0.1%
82
+9
191
$107K 0.09%
61,983
+10,255
192
$105K 0.08%
+10,793
193
$104K 0.08%
64,041
+20,890
194
$93K 0.07%
18,264
195
$86K 0.07%
23,531
196
$82K 0.07%
16,418
-541
197
$76K 0.06%
28,947
-2,219
198
$67K 0.05%
13,758
199
$63K 0.05%
10,375
200
$4K ﹤0.01%
12,811
5 6 7
8
9