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
$118M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$430K
2
+$359K
3
+$353K
4
FE icon
FirstEnergy
FE
+$344K
5
DE icon
Deere & Co
DE
+$311K

Top Sells

1
+$666K
2
+$271K
3
+$239K
4
IX icon
ORIX
IX
+$234K
5
HES
Hess
HES
+$226K

Sector Composition

1 Technology 13.02%
2 Financials 11.91%
3 Healthcare 11.58%
4 Energy 9.13%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.82M 2.39%
60,735
-999
2
$2.22M 1.89%
56,479
-560
3
$2.11M 1.79%
17,639
-124
4
$2.06M 1.75%
73,319
+39
5
$2.05M 1.74%
177,245
+13,006
6
$1.84M 1.57%
32,616
-42
7
$1.84M 1.56%
245,798
-385
8
$1.83M 1.55%
19,443
+129
9
$1.82M 1.55%
13,835
-334
10
$1.79M 1.52%
69,648
-1,048
11
$1.77M 1.51%
24,117
-1,228
12
$1.73M 1.46%
107,167
-66
13
$1.7M 1.44%
33,295
-443
14
$1.69M 1.43%
14,120
+632
15
$1.68M 1.42%
62,464
-5,072
16
$1.5M 1.28%
56,545
-519
17
$1.49M 1.26%
18,669
-139
18
$1.43M 1.21%
41,096
-2,415
19
$1.38M 1.17%
88,828
-1,001
20
$1.26M 1.07%
15,370
+3,788
21
$1.25M 1.06%
49,734
+2,295
22
$1.24M 1.05%
21,603
-909
23
$1.22M 1.04%
25,560
+937
24
$1.22M 1.04%
22,700
+2,070
25
$1.21M 1.03%
145,181
+22,102
1
2 3 4 5