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
$235M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$767K
2
+$629K
3
+$591K
4
DD
Du Pont De Nemours E I
DD
+$508K
5
WBA
Walgreens Boots Alliance
WBA
+$468K

Top Sells

1
+$313K
2
+$214K
3
+$203K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$203K
5
CMI icon
Cummins
CMI
+$201K

Sector Composition

1 Technology 12.84%
2 Healthcare 11.46%
3 Financials 10.84%
4 Industrials 10.84%
5 Energy 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$344K 0.15%
6,033
-30
177
$340K 0.14%
24,175
-580
178
$336K 0.14%
7,062
-407
179
$335K 0.14%
9,638
-1,197
180
$332K 0.14%
1,904
181
$332K 0.14%
17,413
+3,099
182
$324K 0.14%
7,692
-74
183
$320K 0.14%
5,037
+310
184
$316K 0.13%
9,498
185
$315K 0.13%
5,820
+140
186
$313K 0.13%
10,793
+1,860
187
$312K 0.13%
19,200
-480
188
$312K 0.13%
1,563
-17
189
$311K 0.13%
19,609
190
$309K 0.13%
1,567
-42
191
$307K 0.13%
7,272
+593
192
$306K 0.13%
26,279
193
$305K 0.13%
7,372
-541
194
$304K 0.13%
43,432
+1,025
195
$303K 0.13%
5,896
196
$303K 0.13%
7,428
+95
197
$298K 0.13%
6,005
198
$295K 0.13%
12,612
+66
199
$293K 0.12%
6,572
-2,988
200
$283K 0.12%
13,557
+818
6 7
8
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