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
$183M
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$796K
2
+$789K
3
+$690K
4
SLB icon
SLB Ltd
SLB
+$685K
5
COF icon
Capital One
COF
+$627K

Top Sells

1
+$1.15M
2
+$473K
3
+$425K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$410K
5
AGO icon
Assured Guaranty
AGO
+$367K

Sector Composition

1 Healthcare 14.06%
2 Technology 13.52%
3 Industrials 10.51%
4 Consumer Staples 10.23%
5 Financials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$221K 0.12%
22,280
-601
202
$221K 0.12%
6,760
+981
203
$219K 0.12%
20,840
-74
204
$219K 0.12%
+6,372
205
$218K 0.12%
1,493
-9
206
$214K 0.12%
23,805
-1,976
207
$214K 0.12%
6,793
+100
208
$209K 0.11%
11,439
-136
209
$207K 0.11%
7,270
+12
210
$206K 0.11%
+1,124
211
$205K 0.11%
794
-4,461
212
$201K 0.11%
11,552
-438
213
$200K 0.11%
5,931
-270
214
$192K 0.11%
15,002
+3,727
215
$190K 0.1%
7,104
+246
216
$188K 0.1%
15,559
217
$177K 0.1%
25,077
-403
218
$176K 0.1%
12,991
219
$172K 0.09%
12,901
-1,852
220
$170K 0.09%
8,362
+2,436
221
$156K 0.09%
21,416
222
$150K 0.08%
8,685
223
$143K 0.08%
10,167
-1,239
224
$139K 0.08%
25,333
-76
225
$121K 0.07%
24,953
+2,379
7 8
9
10 11