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
$169M
AUM Growth
+$3.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$366K
2
+$250K
3
+$245K
4
MGA icon
Magna International
MGA
+$237K
5
SPGI icon
S&P Global
SPGI
+$219K

Top Sells

1
+$1.78M
2
+$418K
3
+$291K
4
JSM
Navient Corp 6% Senior Notes due December 15 2043
JSM
+$288K
5
ABBV icon
AbbVie
ABBV
+$276K

Sector Composition

1 Technology 11.46%
2 Financials 10.78%
3 Consumer Staples 10.56%
4 Energy 10.36%
5 Healthcare 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$250K 0.15%
+17,997
177
$250K 0.15%
2,563
-30
178
$248K 0.15%
4,690
+2
179
$247K 0.15%
10,445
180
$245K 0.15%
+6,604
181
$245K 0.15%
16,456
-648
182
$241K 0.14%
3,045
+127
183
$237K 0.14%
+5,527
184
$235K 0.14%
1,730
-17
185
$234K 0.14%
9,446
186
$231K 0.14%
4,711
187
$229K 0.14%
68,098
188
$219K 0.13%
45,126
-819
189
$219K 0.13%
4,076
+29
190
$219K 0.13%
+1,733
191
$216K 0.13%
51,279
-1,623
192
$216K 0.13%
10,245
-493
193
$212K 0.13%
1,911
-11
194
$212K 0.13%
10,461
195
$211K 0.13%
52,205
-9,608
196
$210K 0.12%
2,469
197
$209K 0.12%
1,658
198
$209K 0.12%
2,090
+105
199
$209K 0.12%
+14,100
200
$208K 0.12%
17,897
+934
6 7
8
9 10