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
$225M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$318K
2
+$302K
3
+$295K
4
HES
Hess
HES
+$285K
5
BF
BASF AKTIENGESELLT ADS(RP1 ORD
BF
+$283K

Top Sells

1
+$438K
2
+$212K
3
+$186K
4
PCG icon
PG&E
PCG
+$180K
5
AIG icon
American International
AIG
+$126K

Sector Composition

1 Technology 12.61%
2 Healthcare 11.5%
3 Industrials 10.57%
4 Financials 10.48%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$260K 0.12%
29,702
202
$255K 0.11%
+12,739
203
$254K 0.11%
12,546
-99
204
$253K 0.11%
11,110
205
$249K 0.11%
5,690
-47
206
$247K 0.11%
5,112
-400
207
$241K 0.11%
1,944
208
$241K 0.11%
2,273
209
$236K 0.1%
+3,139
210
$233K 0.1%
+2,780
211
$233K 0.1%
6,629
-466
212
$232K 0.1%
2,899
213
$232K 0.1%
+1,941
214
$231K 0.1%
816
215
$231K 0.1%
4,291
-100
216
$229K 0.1%
+2,428
217
$229K 0.1%
1,207
218
$228K 0.1%
17,670
+20
219
$228K 0.1%
3,901
220
$227K 0.1%
4,396
-650
221
$225K 0.1%
25,841
-354
222
$224K 0.1%
+4,297
223
$219K 0.1%
10,490
-102
224
$219K 0.1%
+9,112
225
$218K 0.1%
+5,155
7 8
9
10 11