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
$221M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$918K
3
+$652K
4
WBA
Walgreens Boots Alliance
WBA
+$497K
5
BIIB icon
Biogen
BIIB
+$327K

Top Sells

1
+$624K
2
+$374K
3
+$360K
4
ETN icon
Eaton
ETN
+$357K
5
MRK icon
Merck
MRK
+$343K

Sector Composition

1 Technology 12.45%
2 Healthcare 11.46%
3 Industrials 11.03%
4 Financials 10.88%
5 Consumer Staples 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$341K 0.15%
7,661
-31
177
$331K 0.15%
21,780
-885
178
$329K 0.15%
5,497
-331
179
$327K 0.15%
+1,404
180
$325K 0.15%
1,567
181
$322K 0.15%
5,858
-175
182
$320K 0.14%
6,440
-622
183
$320K 0.14%
6,005
184
$319K 0.14%
1,888
-16
185
$319K 0.14%
31,855
+155
186
$317K 0.14%
18,947
-662
187
$316K 0.14%
5,386
-510
188
$314K 0.14%
7,147
-225
189
$311K 0.14%
6,890
-382
190
$307K 0.14%
23,213
-962
191
$304K 0.14%
4,980
-840
192
$302K 0.14%
11,580
-1,032
193
$301K 0.14%
5,841
-639
194
$300K 0.14%
2,323
195
$298K 0.13%
5,112
196
$294K 0.13%
25,408
-871
197
$291K 0.13%
12,514
-679
198
$288K 0.13%
39,594
-3,838
199
$287K 0.13%
19,200
200
$287K 0.13%
6,572
6 7
8
9 10