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
$203M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$488K
3
+$391K
4
XOM icon
Exxon Mobil
XOM
+$348K
5
ASA
ASA Gold and Precious Metals
ASA
+$345K

Top Sells

1
+$1.69M
2
+$346K
3
+$331K
4
HES
Hess
HES
+$211K
5
TXN icon
Texas Instruments
TXN
+$203K

Sector Composition

1 Financials 12.22%
2 Technology 11.8%
3 Healthcare 11.26%
4 Industrials 9.67%
5 Energy 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$246K 0.12%
3,570
202
$244K 0.12%
24,263
203
$244K 0.12%
8,020
+2,876
204
$241K 0.12%
3,505
205
$238K 0.12%
2,879
+483
206
$234K 0.12%
18,912
207
$226K 0.11%
18,830
208
$226K 0.11%
2,803
209
$222K 0.11%
+1,520
210
$220K 0.11%
12,627
-2,187
211
$220K 0.11%
16,456
212
$218K 0.11%
+4,680
213
$216K 0.11%
2,106
214
$216K 0.11%
11,324
-393
215
$216K 0.11%
2,604
216
$216K 0.11%
2,149
217
$215K 0.11%
+2,608
218
$215K 0.11%
10,869
219
$214K 0.11%
+5,059
220
$208K 0.1%
3,972
-878
221
$206K 0.1%
1,936
222
$204K 0.1%
+1,831
223
$201K 0.1%
12,885
-1,215
224
$199K 0.1%
16,813
-309
225
$197K 0.1%
+25,511
7 8
9
10 11