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
$221M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$918K
3
+$652K
4
WBA
Walgreens Boots Alliance
WBA
+$497K
5
BIIB icon
Biogen
BIIB
+$327K

Top Sells

1
+$624K
2
+$374K
3
+$360K
4
ETN icon
Eaton
ETN
+$357K
5
MRK icon
Merck
MRK
+$343K

Sector Composition

1 Technology 12.45%
2 Healthcare 11.46%
3 Industrials 11.03%
4 Financials 10.88%
5 Consumer Staples 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$284K 0.13%
5,588
+1,687
202
$283K 0.13%
6,629
203
$279K 0.13%
2,074
-21
204
$276K 0.13%
1,945
+1
205
$270K 0.12%
1,502
-61
206
$267K 0.12%
10,432
-361
207
$267K 0.12%
7,293
-135
208
$265K 0.12%
4,941
+825
209
$264K 0.12%
9,147
-491
210
$264K 0.12%
28,828
-5,525
211
$261K 0.12%
10,004
-1,993
212
$260K 0.12%
4,306
-731
213
$259K 0.12%
3,265
-332
214
$258K 0.12%
1,202
-5
215
$258K 0.12%
2,713
-20
216
$243K 0.11%
2,173
-57
217
$243K 0.11%
11,794
-1,763
218
$242K 0.11%
15,559
-1,262
219
$239K 0.11%
2,862
-37
220
$230K 0.1%
5,800
+508
221
$230K 0.1%
4,297
222
$229K 0.1%
3,703
-566
223
$226K 0.1%
1,499
224
$223K 0.1%
25,480
-5,510
225
$219K 0.1%
2,349
7 8
9
10 11