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
$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
$331K 0.15%
21,780
-885
177
$329K 0.15%
5,497
-331
178
$327K 0.15%
+1,404
179
$325K 0.15%
1,567
180
$322K 0.15%
5,858
-175
181
$320K 0.14%
6,005
182
$320K 0.14%
6,440
-622
183
$319K 0.14%
1,888
-16
184
$319K 0.14%
31,855
+155
185
$317K 0.14%
18,947
-662
186
$316K 0.14%
5,386
-510
187
$314K 0.14%
7,147
-225
188
$311K 0.14%
6,890
-382
189
$307K 0.14%
23,213
-962
190
$304K 0.14%
4,980
-840
191
$302K 0.14%
11,580
-1,032
192
$301K 0.14%
5,841
-639
193
$300K 0.14%
2,323
194
$298K 0.13%
5,112
195
$294K 0.13%
25,408
-871
196
$291K 0.13%
12,514
-679
197
$288K 0.13%
39,594
-3,838
198
$287K 0.13%
6,572
199
$287K 0.13%
19,200
200
$284K 0.13%
5,588
+1,687
6 7
8
9 10