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
$183M
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$796K
2
+$789K
3
+$690K
4
SLB icon
SLB Ltd
SLB
+$685K
5
COF icon
Capital One
COF
+$627K

Top Sells

1
+$1.15M
2
+$473K
3
+$425K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$410K
5
AGO icon
Assured Guaranty
AGO
+$367K

Sector Composition

1 Healthcare 14.06%
2 Technology 13.52%
3 Industrials 10.51%
4 Consumer Staples 10.23%
5 Financials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$292K 0.16%
4,923
-44
177
$288K 0.16%
17,950
-170
178
$287K 0.16%
2,097
179
$287K 0.16%
6,494
+163
180
$278K 0.15%
40,173
+14,966
181
$278K 0.15%
3,648
-115
182
$256K 0.14%
5,704
-99
183
$252K 0.14%
1,887
-200
184
$252K 0.14%
2,099
185
$252K 0.14%
1,923
186
$249K 0.14%
1,944
187
$249K 0.14%
5,645
+3,001
188
$244K 0.13%
4,548
+3
189
$243K 0.13%
38,930
-664
190
$241K 0.13%
6,059
191
$239K 0.13%
10,191
+2,501
192
$238K 0.13%
4,406
+2
193
$237K 0.13%
14,702
-115
194
$236K 0.13%
4,536
195
$232K 0.13%
2,323
196
$230K 0.13%
4,902
-56
197
$227K 0.12%
17,539
+7,986
198
$226K 0.12%
2,862
199
$225K 0.12%
6,584
-262
200
$225K 0.12%
1,567
6 7
8
9 10