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
$165M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$307K
2
+$291K
3
+$288K
4
QCOM icon
Qualcomm
QCOM
+$281K
5
AGN
Allergan plc
AGN
+$278K

Top Sells

1
+$244K
2
+$231K
3
+$227K
4
COF icon
Capital One
COF
+$218K
5
IX icon
ORIX
IX
+$201K

Sector Composition

1 Consumer Staples 10.97%
2 Healthcare 10.88%
3 Technology 10.66%
4 Energy 10.25%
5 Financials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$203K 0.12%
3,766
-233
202
$202K 0.12%
+10,053
203
$201K 0.12%
+4,060
204
$201K 0.12%
2,469
205
$200K 0.12%
2,045
+25
206
$200K 0.12%
13,522
207
$194K 0.12%
68,098
208
$189K 0.11%
9,481
209
$186K 0.11%
41,951
210
$184K 0.11%
16,539
-299
211
$157K 0.1%
22,066
+9,272
212
$157K 0.1%
15,193
213
$155K 0.09%
13,005
-327
214
$153K 0.09%
16,534
+1,715
215
$149K 0.09%
+10,113
216
$143K 0.09%
12,133
+100
217
$141K 0.09%
6,249
218
$141K 0.09%
21,674
219
$141K 0.09%
10,148
220
$139K 0.08%
21,693
221
$131K 0.08%
5,247
-255
222
$129K 0.08%
36,689
-4,660
223
$119K 0.07%
21,077
+445
224
$115K 0.07%
18,264
225
$106K 0.06%
13,982
-1,610
6 7 8
9
10