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
$235M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$767K
2
+$629K
3
+$591K
4
DD
Du Pont De Nemours E I
DD
+$508K
5
WBA
Walgreens Boots Alliance
WBA
+$468K

Top Sells

1
+$313K
2
+$214K
3
+$203K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$203K
5
CMI icon
Cummins
CMI
+$201K

Sector Composition

1 Technology 12.84%
2 Healthcare 11.46%
3 Financials 10.84%
4 Industrials 10.84%
5 Energy 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$275K 0.12%
6,065
+2,010
202
$271K 0.12%
13,193
203
$270K 0.11%
4,586
204
$267K 0.11%
2,323
+50
205
$264K 0.11%
16,821
206
$263K 0.11%
30,990
+1,288
207
$262K 0.11%
12,213
+3,101
208
$262K 0.11%
5,112
209
$260K 0.11%
+2,095
210
$259K 0.11%
1,944
211
$257K 0.11%
6,629
212
$254K 0.11%
3,043
-96
213
$254K 0.11%
3,597
-344
214
$251K 0.11%
1,207
215
$247K 0.11%
2,230
-24
216
$245K 0.1%
+6,502
217
$245K 0.1%
4,116
-175
218
$244K 0.1%
2,899
219
$242K 0.1%
+7,796
220
$242K 0.1%
2,733
-47
221
$241K 0.1%
1,941
222
$240K 0.1%
1,242
-56
223
$239K 0.1%
816
224
$236K 0.1%
4,269
-127
225
$231K 0.1%
+2,389
7 8
9
10 11