PVWM

Point View Wealth Management Portfolio holdings

AUM $246M
1-Year Est. Return 10.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$242K
2
+$229K
3
+$217K
4
TEL icon
TE Connectivity
TEL
+$216K
5
SO icon
Southern Company
SO
+$216K

Top Sells

1
+$1.4M
2
+$677K
3
+$581K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$568K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$366K

Sector Composition

1 Technology 12.62%
2 Financials 12.02%
3 Industrials 10.52%
4 Energy 10.51%
5 Healthcare 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$316K 0.15%
30,703
-7,296
177
$308K 0.15%
19,953
178
$307K 0.15%
12,903
179
$304K 0.14%
5,371
-18
180
$298K 0.14%
7,048
-922
181
$291K 0.14%
6,151
-223
182
$287K 0.14%
1,952
-1
183
$287K 0.14%
15,630
-653
184
$285K 0.14%
7,487
-243
185
$285K 0.14%
3,139
-335
186
$285K 0.14%
63,404
-7,436
187
$283K 0.13%
18,419
-4,321
188
$279K 0.13%
16,503
-2,418
189
$278K 0.13%
21,775
-7,094
190
$269K 0.13%
5,100
+420
191
$269K 0.13%
25,193
+6,345
192
$264K 0.13%
14,622
-5
193
$261K 0.12%
4,304
194
$259K 0.12%
3,972
-38
195
$257K 0.12%
6,426
196
$257K 0.12%
1,520
197
$254K 0.12%
7,448
-56
198
$252K 0.12%
24,203
+661
199
$251K 0.12%
+3,410
200
$250K 0.12%
6,629
-2,552
6 7
8
9 10