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
$155M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$410K
2
+$409K
3
+$407K
4
LVS icon
Las Vegas Sands
LVS
+$390K
5
AXP icon
American Express
AXP
+$386K

Top Sells

1
+$9.38M
2
+$1.59M
3
+$554K
4
JSM
Navient Corp 6% Senior Notes due December 15 2043
JSM
+$229K
5
CS
Credit Suisse Group
CS
+$215K

Sector Composition

1 Technology 11.12%
2 Consumer Staples 10.86%
3 Healthcare 10.77%
4 Financials 10.19%
5 Energy 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$186K 0.12%
13,522
+2,703
202
$184K 0.12%
41,349
203
$181K 0.12%
45,945
204
$181K 0.12%
15,193
205
$174K 0.11%
16,838
+4,229
206
$166K 0.11%
22,496
+995
207
$162K 0.1%
5,502
208
$158K 0.1%
52,099
209
$155K 0.1%
11,887
-9,167
210
$141K 0.09%
+12,033
211
$137K 0.09%
61,813
212
$137K 0.09%
+12,342
213
$132K 0.09%
20,632
-3,012
214
$132K 0.09%
21,693
-624
215
$130K 0.08%
14,819
216
$125K 0.08%
26,023
-4,791
217
$124K 0.08%
+10,148
218
$122K 0.08%
21,674
219
$122K 0.08%
13,332
+2,173
220
$120K 0.08%
18,264
221
$115K 0.07%
15,592
-1,561
222
$107K 0.07%
17,764
-2,904
223
$103K 0.07%
+12,794
224
$99K 0.06%
6,249
225
$87K 0.06%
20,795
-1,185
6 7 8
9
10