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
$174M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$654K
3
+$530K
4
AAPL icon
Apple
AAPL
+$469K
5
CXW icon
CoreCivic
CXW
+$282K

Top Sells

1
+$988K
2
+$221K
3
+$219K
4
CSI
Cutwater Select Income Fund
CSI
+$212K
5
KMB icon
Kimberly-Clark
KMB
+$209K

Sector Composition

1 Financials 12.25%
2 Technology 10.93%
3 Energy 10.82%
4 Healthcare 9.85%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$252K 0.15%
4,049
-27
177
$252K 0.15%
4,557
-154
178
$252K 0.15%
9,233
-213
179
$250K 0.14%
10,302
-143
180
$248K 0.14%
6,445
-477
181
$246K 0.14%
5,113
-59
182
$246K 0.14%
10,186
+2,232
183
$243K 0.14%
1,708
-22
184
$242K 0.14%
26,732
-3,540
185
$240K 0.14%
8,234
-1,680
186
$238K 0.14%
+3,999
187
$236K 0.14%
3,655
-835
188
$236K 0.14%
4,691
+1
189
$236K 0.14%
4,335
-1,280
190
$233K 0.13%
5,659
-945
191
$232K 0.13%
18,912
192
$227K 0.13%
2,555
-235
193
$222K 0.13%
+2,156
194
$221K 0.13%
11,650
+1,405
195
$220K 0.13%
61,402
-6,696
196
$220K 0.13%
35,659
-3,223
197
$219K 0.13%
16,609
-519
198
$219K 0.13%
14,100
199
$218K 0.13%
9,263
-808
200
$216K 0.12%
2,496
-67
6 7
8
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