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
$194M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$465K
2
+$425K
3
+$404K
4
JLL icon
Jones Lang LaSalle
JLL
+$323K
5
FE icon
FirstEnergy
FE
+$322K

Top Sells

1
+$104K
2
+$89.6K
3
+$79K
4
CB icon
Chubb
CB
+$77.5K
5
NMR icon
Nomura Holdings
NMR
+$60.4K

Sector Composition

1 Financials 11.75%
2 Technology 11.62%
3 Healthcare 10.33%
4 Energy 9.68%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$297K 0.15%
2,804
+48
177
$295K 0.15%
9,283
+50
178
$293K 0.15%
20,020
179
$291K 0.15%
16,283
180
$286K 0.15%
2,790
+235
181
$280K 0.14%
9,253
+1,019
182
$280K 0.14%
2,444
-52
183
$278K 0.14%
+1,924
184
$272K 0.14%
10,071
+808
185
$272K 0.14%
5,154
+819
186
$271K 0.14%
17,122
187
$268K 0.14%
4,850
+96
188
$265K 0.14%
5,097
+540
189
$264K 0.14%
11,747
+97
190
$263K 0.14%
9,745
-557
191
$263K 0.14%
4,399
+400
192
$262K 0.14%
+3,713
193
$260K 0.13%
1,708
194
$259K 0.13%
24,263
+5,304
195
$256K 0.13%
+1,944
196
$253K 0.13%
4,013
+278
197
$253K 0.13%
28,818
+2,086
198
$252K 0.13%
18,830
+2,221
199
$245K 0.13%
3,570
-85
200
$243K 0.13%
4,693
+2
6 7
8
9 10