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
$138M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$806K
3
+$761K
4
WMT icon
Walmart Inc. Common Stock
WMT
+$618K
5
ERC
Allspring Multi-Sector Income Fund
ERC
+$566K

Top Sells

1
+$1.19M
2
+$698K
3
+$269K
4
DVN icon
Devon Energy
DVN
+$244K
5
LLY icon
Eli Lilly
LLY
+$203K

Sector Composition

1 Technology 11.43%
2 Healthcare 11.34%
3 Financials 11.3%
4 Consumer Staples 10.58%
5 Energy 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$212K 0.15%
7,331
-107
177
$212K 0.15%
+4,243
178
$211K 0.15%
14,718
179
$210K 0.15%
+1,999
180
$210K 0.15%
+2,681
181
$204K 0.15%
15,193
182
$203K 0.15%
+4,957
183
$198K 0.14%
10,338
184
$192K 0.14%
14,040
-1,961
185
$191K 0.14%
10,461
186
$188K 0.14%
10,295
187
$174K 0.13%
40,496
+1,768
188
$167K 0.12%
23,644
+251
189
$157K 0.11%
20,668
190
$157K 0.11%
+10,538
191
$154K 0.11%
5,502
-361
192
$142K 0.1%
+10,819
193
$142K 0.1%
43,208
-13,963
194
$138K 0.1%
11,159
-1,767
195
$129K 0.09%
22,317
-3,988
196
$129K 0.09%
10,138
197
$128K 0.09%
+17,153
198
$127K 0.09%
45,945
-25,660
199
$127K 0.09%
14,819
200
$125K 0.09%
30,814
-27,444
5 6 7
8
9