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
$208M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$499K
2
+$376K
3
+$318K
4
CMCSA icon
Comcast
CMCSA
+$316K
5
MAR icon
Marriott International
MAR
+$297K

Top Sells

1
+$769K
2
+$303K
3
+$293K
4
CUK icon
Carnival PLC
CUK
+$281K
5
RTN
Raytheon Company
RTN
+$252K

Sector Composition

1 Technology 13.97%
2 Healthcare 12.96%
3 Industrials 9.62%
4 Financials 9.55%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$258K 0.12%
7,116
-154
202
$255K 0.12%
+1,281
203
$251K 0.12%
21,283
-997
204
$250K 0.12%
15,406
+404
205
$248K 0.12%
+1,092
206
$248K 0.12%
4,993
-1,379
207
$246K 0.12%
+1,027
208
$245K 0.12%
794
209
$242K 0.12%
5,726
-333
210
$242K 0.12%
20,510
-330
211
$240K 0.12%
+7,019
212
$237K 0.11%
25,163
213
$230K 0.11%
4,902
214
$230K 0.11%
11,377
-175
215
$228K 0.11%
6,324
-260
216
$228K 0.11%
16,907
-4,969
217
$226K 0.11%
7,104
218
$222K 0.11%
16,719
-820
219
$217K 0.1%
+4,198
220
$213K 0.1%
+4,407
221
$212K 0.1%
8,063
-299
222
$210K 0.1%
25,333
223
$208K 0.1%
+5,019
224
$208K 0.1%
+840
225
$204K 0.1%
+3,471
7 8
9
10 11