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
$155M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$410K
2
+$409K
3
+$407K
4
LVS icon
Las Vegas Sands
LVS
+$390K
5
AXP icon
American Express
AXP
+$386K

Top Sells

1
+$9.38M
2
+$1.59M
3
+$554K
4
JSM
Navient Corp 6% Senior Notes due December 15 2043
JSM
+$229K
5
CS
Credit Suisse Group
CS
+$215K

Sector Composition

1 Technology 11.12%
2 Consumer Staples 10.86%
3 Healthcare 10.77%
4 Financials 10.19%
5 Energy 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$244K 0.16%
5,691
-112
177
$244K 0.16%
3,068
+387
178
$239K 0.15%
+8,999
179
$232K 0.15%
4,966
+9
180
$231K 0.15%
6,876
-455
181
$227K 0.15%
2,790
182
$224K 0.14%
+5,489
183
$222K 0.14%
6,215
-62
184
$218K 0.14%
3,139
185
$216K 0.14%
15,805
186
$215K 0.14%
10,295
187
$214K 0.14%
1,745
188
$213K 0.14%
+4,055
189
$211K 0.14%
61,983
190
$209K 0.13%
+1,957
191
$205K 0.13%
+2,469
192
$201K 0.13%
2,020
+21
193
$201K 0.13%
+14,100
194
$201K 0.13%
+3,999
195
$200K 0.13%
68,098
196
$200K 0.13%
10,461
197
$198K 0.13%
11,065
+527
198
$195K 0.13%
13,051
-1,667
199
$193K 0.12%
41,951
200
$189K 0.12%
9,481
-857
6 7
8
9 10