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
$165M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$307K
2
+$291K
3
+$288K
4
QCOM icon
Qualcomm
QCOM
+$281K
5
AGN
Allergan plc
AGN
+$278K

Top Sells

1
+$244K
2
+$231K
3
+$227K
4
COF icon
Capital One
COF
+$218K
5
IX icon
ORIX
IX
+$201K

Sector Composition

1 Consumer Staples 10.97%
2 Healthcare 10.88%
3 Technology 10.66%
4 Energy 10.25%
5 Financials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$269K 0.16%
22,496
177
$269K 0.16%
10,630
-1,923
178
$266K 0.16%
14,719
-1,086
179
$264K 0.16%
17,104
180
$262K 0.16%
10,071
-680
181
$259K 0.16%
52,902
-9,081
182
$257K 0.16%
9,446
183
$256K 0.16%
61,813
184
$255K 0.15%
49,093
-3,006
185
$243K 0.15%
2,918
-59
186
$243K 0.15%
4,047
-8
187
$239K 0.14%
4,711
-255
188
$238K 0.14%
1,747
+2
189
$235K 0.14%
2,593
-59
190
$234K 0.14%
16,963
-300
191
$228K 0.14%
+1,658
192
$226K 0.14%
4,741
-748
193
$225K 0.14%
45,945
194
$224K 0.14%
11,972
+907
195
$222K 0.13%
+1,985
196
$214K 0.13%
+6,566
197
$214K 0.13%
10,445
+150
198
$213K 0.13%
1,922
-35
199
$208K 0.13%
13,051
200
$207K 0.13%
10,461
6 7
8
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