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
$174M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$654K
3
+$530K
4
AAPL icon
Apple
AAPL
+$469K
5
CXW icon
CoreCivic
CXW
+$282K

Top Sells

1
+$988K
2
+$221K
3
+$219K
4
CSI
Cutwater Select Income Fund
CSI
+$212K
5
KMB icon
Kimberly-Clark
KMB
+$209K

Sector Composition

1 Financials 12.25%
2 Technology 10.93%
3 Energy 10.82%
4 Healthcare 9.85%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$215K 0.12%
1,932
+21
202
$215K 0.12%
16,456
203
$214K 0.12%
15,193
204
$214K 0.12%
2,514
+45
205
$213K 0.12%
6,156
206
$212K 0.12%
+2,428
207
$209K 0.12%
+3,735
208
$203K 0.12%
+2,414
209
$202K 0.12%
+1,939
210
$202K 0.12%
+2,089
211
$201K 0.12%
33,990
-2,699
212
$201K 0.12%
+1,632
213
$200K 0.12%
+10,461
214
$197K 0.11%
18,959
215
$185K 0.11%
13,051
216
$183K 0.11%
9,632
217
$179K 0.1%
12,146
-1,679
218
$172K 0.1%
44,714
-7,491
219
$168K 0.1%
+10,177
220
$166K 0.1%
12,860
221
$163K 0.09%
10,371
222
$153K 0.09%
15,783
-2,114
223
$152K 0.09%
11,328
-805
224
$151K 0.09%
21,693
225
$149K 0.09%
+12,318
7 8
9
10 11