PVWM
Point View Wealth Management Portfolio holdings
AUM
$246M
1-Year Return
10.75%
This Quarter Return
+3.93%
1 Year Return
+10.75%
3 Year Return
+27.13%
5 Year Return
+74.51%
10 Year Return
–
AUM
$208M
AUM Growth
+$5.15M
(+2.5%)
Cap. Flow
-$2.25M
Cap. Flow
% of AUM
-1.08%
Top 10 Holdings %
Top 10 Hldgs %
15.14%
Holding
275
New
15
Increased
71
Reduced
139
Closed
9
Top Buys
| 1 |
Baker Hughes
BKR
|
$1.15M |
| 2 |
Teva Pharmaceuticals
TEVA
|
$439K |
| 3 |
Kroger
KR
|
$355K |
| 4 |
Johnson Controls International
JCI
|
$312K |
| 5 |
IGR
CBRE Global Real Estate Income Fund
IGR
|
$279K |
Top Sells
| 1 |
BHI
Baker Hughes
BHI
|
$1.23M |
| 2 |
MetLife
MET
|
$424K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$312K |
| 4 |
Procter & Gamble
PG
|
$303K |
| 5 |
Microsoft
MSFT
|
$289K |
Sector Composition
| 1 | Technology | 11.89% |
| 2 | Financials | 11.7% |
| 3 | Healthcare | 10.61% |
| 4 | Energy | 10.34% |
| 5 | Industrials | 10.06% |
