PVWM
Point View Wealth Management Portfolio holdings
AUM
$246M
1-Year Return
10.75%
This Quarter Return
-0.19%
1 Year Return
+10.75%
3 Year Return
+27.13%
5 Year Return
+74.51%
10 Year Return
–
AUM
$221M
AUM Growth
-$14.1M
(-6%)
Cap. Flow
-$11.5M
Cap. Flow
% of AUM
-5.21%
Top 10 Holdings %
Top 10 Hldgs %
15.59%
Holding
282
New
8
Increased
39
Reduced
192
Closed
10
Top Buys
| 1 |
Schlumberger
SLB
|
$1.79M |
| 2 |
Carnival Corp
CCL
|
$918K |
| 3 |
L3Harris
LHX
|
$652K |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
$497K |
| 5 |
Biogen
BIIB
|
$327K |
Top Sells
| 1 |
LLL
L3 Technologies, Inc.
LLL
|
$624K |
| 2 |
Microsoft
MSFT
|
$374K |
| 3 |
JPMorgan Chase
JPM
|
$360K |
| 4 |
Eaton
ETN
|
$357K |
| 5 |
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% |
