PVWM

Point View Wealth Management Portfolio holdings

AUM $246M
1-Year Est. Return 10.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$468K
2
+$452K
3
+$372K
4
CVX icon
Chevron
CVX
+$326K
5
JLL icon
Jones Lang LaSalle
JLL
+$315K

Top Sells

1
+$104K
2
+$89.6K
3
+$79K
4
CB icon
Chubb
CB
+$76.5K
5
NMR icon
Nomura Holdings
NMR
+$62K

Sector Composition

1 Financials 11.75%
2 Technology 11.57%
3 Healthcare 10.33%
4 Energy 9.68%
5 Industrials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$241K 0.12%
3,505
+1,873
202
$234K 0.12%
1,952
+20
203
$233K 0.12%
5,389
-671
204
$232K 0.12%
18,912
205
$231K 0.12%
6,156
206
$225K 0.12%
+2,803
207
$224K 0.12%
14,814
-379
208
$224K 0.12%
2,604
+90
209
$220K 0.11%
1,936
-3
210
$218K 0.11%
11,717
+2,085
211
$216K 0.11%
2,106
-50
212
$216K 0.11%
16,456
213
$211K 0.11%
4,368
+319
214
$210K 0.11%
14,100
215
$210K 0.11%
2,149
+60
216
$208K 0.11%
10,869
+408
217
$208K 0.11%
2,396
-32
218
$203K 0.1%
+2,521
219
$203K 0.1%
+5,144
220
$201K 0.1%
2,574
+160
221
$195K 0.1%
52,831
-8,571
222
$194K 0.1%
14,986
+2,126
223
$188K 0.1%
13,051
224
$170K 0.09%
26,836
-8,823
225
$165K 0.09%
10,371
7 8
9
10 11