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
$208M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$499K
2
+$376K
3
+$318K
4
CMCSA icon
Comcast
CMCSA
+$316K
5
MAR icon
Marriott International
MAR
+$297K

Top Sells

1
+$769K
2
+$303K
3
+$293K
4
CUK icon
Carnival PLC
CUK
+$281K
5
RTN
Raytheon Company
RTN
+$252K

Sector Composition

1 Technology 13.97%
2 Healthcare 12.96%
3 Industrials 9.62%
4 Financials 9.55%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$320K 0.15%
5,883
-836
177
$318K 0.15%
20,794
-5,263
178
$313K 0.15%
77,130
-11,973
179
$312K 0.15%
2,097
180
$308K 0.15%
64,881
181
$307K 0.15%
5,112
182
$305K 0.15%
6,825
+331
183
$302K 0.14%
38,930
184
$297K 0.14%
+3,466
185
$295K 0.14%
2,323
186
$291K 0.14%
+7,776
187
$287K 0.14%
5,625
-691
188
$287K 0.14%
+5,246
189
$281K 0.13%
10,502
+311
190
$277K 0.13%
14,462
-240
191
$276K 0.13%
5,607
-97
192
$275K 0.13%
1,944
193
$274K 0.13%
1,567
194
$273K 0.13%
1,887
195
$269K 0.13%
4,408
+2
196
$264K 0.13%
2,099
197
$262K 0.13%
1,493
198
$262K 0.13%
2,862
199
$261K 0.13%
11,252
-187
200
$260K 0.12%
+5,832
6 7
8
9 10