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
$115M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$666K
2
+$315K
3
+$271K
4
VTV icon
Vanguard Value ETF
VTV
+$271K
5
TPR icon
Tapestry
TPR
+$262K

Top Sells

1
+$270K
2
+$251K
3
+$237K
4
MCK icon
McKesson
MCK
+$227K
5
VOD icon
Vodafone
VOD
+$205K

Sector Composition

1 Technology 12.97%
2 Financials 12.06%
3 Healthcare 11.43%
4 Energy 9.95%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.57M 2.23%
61,734
-951
2
$2.14M 1.86%
57,039
-2,048
3
$2.06M 1.79%
73,280
+1,311
4
$2.02M 1.75%
164,239
+18,493
5
$1.94M 1.69%
19,314
-2,497
6
$1.91M 1.66%
17,763
+35
7
$1.88M 1.63%
70,696
-710
8
$1.85M 1.6%
246,183
+34,292
9
$1.8M 1.56%
32,658
-645
10
$1.77M 1.53%
25,345
-3,868
11
$1.76M 1.53%
13,488
-240
12
$1.7M 1.47%
14,169
-40
13
$1.66M 1.44%
67,536
-1,000
14
$1.64M 1.42%
107,233
-1,707
15
$1.52M 1.32%
57,064
-4,040
16
$1.49M 1.29%
33,738
-441
17
$1.47M 1.28%
89,829
+1,313
18
$1.42M 1.23%
18,808
-376
19
$1.34M 1.16%
43,511
-1,016
20
$1.28M 1.11%
22,512
-724
21
$1.22M 1.06%
24,623
+379
22
$1.18M 1.02%
47,439
+174
23
$1.16M 1%
46,876
-1,160
24
$1.14M 0.99%
9,597
+1,196
25
$1.08M 0.94%
20,630
+320
1
2 3 4 5