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
$203M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$488K
3
+$391K
4
XOM icon
Exxon Mobil
XOM
+$348K
5
ASA
ASA Gold and Precious Metals
ASA
+$345K

Top Sells

1
+$1.69M
2
+$346K
3
+$331K
4
HES
Hess
HES
+$211K
5
TXN icon
Texas Instruments
TXN
+$203K

Sector Composition

1 Financials 12.22%
2 Technology 11.8%
3 Healthcare 11.26%
4 Industrials 9.67%
5 Energy 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$313K 0.15%
10,071
177
$312K 0.15%
1,840
178
$312K 0.15%
2,790
179
$308K 0.15%
38,495
180
$303K 0.15%
2,783
-21
181
$302K 0.15%
19,953
-67
182
$300K 0.15%
9,255
-27
183
$297K 0.15%
16,283
184
$290K 0.14%
9,665
-80
185
$284K 0.14%
24,667
186
$276K 0.14%
1,708
187
$269K 0.13%
26,735
-2,083
188
$266K 0.13%
8,334
+95
189
$261K 0.13%
4,013
190
$259K 0.13%
9,283
191
$258K 0.13%
13,481
-225
192
$257K 0.13%
5,097
193
$255K 0.13%
4,399
194
$255K 0.13%
4,695
+2
195
$253K 0.12%
9,253
196
$251K 0.12%
1,944
197
$250K 0.12%
6,426
+270
198
$250K 0.12%
5,389
199
$250K 0.12%
18,778
+3,792
200
$249K 0.12%
1,952
6 7
8
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