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
$208M
AUM Growth
+$5.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$439K
3
+$355K
4
JCI icon
Johnson Controls International
JCI
+$312K
5
IGR
CBRE Global Real Estate Income Fund
IGR
+$279K

Top Sells

1
+$1.23M
2
+$424K
3
+$312K
4
PG icon
Procter & Gamble
PG
+$303K
5
MSFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$315K 0.15%
11,828
-458
177
$312K 0.15%
+7,730
178
$309K 0.15%
12,903
-1,551
179
$309K 0.15%
6,374
-477
180
$308K 0.15%
8,366
+32
181
$308K 0.15%
19,953
182
$305K 0.15%
512
-84
183
$303K 0.15%
9,181
-890
184
$302K 0.15%
2,555
-235
185
$300K 0.14%
7,977
-1,278
186
$298K 0.14%
16,283
187
$296K 0.14%
9,886
+221
188
$289K 0.14%
7,548
-986
189
$288K 0.14%
5,389
190
$287K 0.14%
3,474
-96
191
$282K 0.14%
4,697
+2
192
$281K 0.13%
14,627
+1,146
193
$266K 0.13%
1,953
+1
194
$259K 0.12%
18,419
-411
195
$257K 0.12%
18,921
+2,108
196
$253K 0.12%
+6,530
197
$251K 0.12%
18,778
198
$248K 0.12%
6,426
199
$246K 0.12%
+7,007
200
$240K 0.12%
10,958
-3,814
6 7
8
9 10