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
$105M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$2.38M
2 +$2.21M
3 +$2.14M
4
PFE icon
Pfizer
PFE
+$2.1M
5
WDC icon
Western Digital
WDC
+$1.96M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.53%
2 Technology 13.15%
3 Healthcare 11.48%
4 Energy 10.74%
5 Consumer Discretionary 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$2.38M 2.26%
+63,649
2
$2.21M 2.09%
+21,786
3
$2.14M 2.03%
+63,842
4
$2.1M 2%
+72,440
5
$1.96M 1.86%
+30,835
6
$1.76M 1.67%
+74,619
7
$1.66M 1.57%
+14,446
8
$1.61M 1.53%
+40,199
9
$1.61M 1.52%
+17,386
10
$1.59M 1.51%
+33,303
11
$1.54M 1.46%
+12,323
12
$1.48M 1.41%
+34,179
13
$1.48M 1.4%
+207,562
14
$1.41M 1.34%
+91,169
15
$1.41M 1.34%
+19,681
16
$1.41M 1.34%
+124,950
17
$1.39M 1.32%
+52,372
18
$1.39M 1.32%
+24,722
19
$1.34M 1.27%
+105,579
20
$1.32M 1.26%
+112,553
21
$1.27M 1.21%
+72,596
22
$1.12M 1.07%
+43,284
23
$1.1M 1.05%
+9,648
24
$1.08M 1.03%
+6,906
25
$1.08M 1.02%
+22,423