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
$134M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$648K
2
+$494K
3
+$403K
4
BHI
Baker Hughes
BHI
+$381K
5
DE icon
Deere & Co
DE
+$348K

Top Sells

1
+$330K
2
+$299K
3
+$239K
4
HSBC icon
HSBC
HSBC
+$208K
5
NEM icon
Newmont
NEM
+$201K

Sector Composition

1 Technology 15.88%
2 Financials 11.05%
3 Healthcare 10.71%
4 Communication Services 9.65%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.85M 4.36%
5,624
2
$5.22M 3.89%
20,978
-1,324
3
$2.69M 2%
57,870
-2,865
4
$2.34M 1.74%
79,210
+5,891
5
$2.19M 1.63%
17,393
-246
6
$2.16M 1.61%
53,870
-2,609
7
$2.06M 1.53%
182,461
+5,216
8
$2.02M 1.5%
21,793
+2,350
9
$1.94M 1.44%
13,149
-686
10
$1.91M 1.42%
104,758
-2,409
11
$1.9M 1.41%
22,699
-1,418
12
$1.84M 1.37%
16,405
+2,285
13
$1.76M 1.31%
32,515
-101
14
$1.76M 1.31%
66,219
-3,429
15
$1.73M 1.29%
232,080
-13,718
16
$1.72M 1.28%
17,857
-812
17
$1.71M 1.27%
19,307
+3,937
18
$1.67M 1.24%
32,088
-1,207
19
$1.63M 1.22%
58,524
-3,940
20
$1.5M 1.12%
90,080
+1,252
21
$1.44M 1.07%
51,701
+1,967
22
$1.44M 1.07%
39,617
-1,479
23
$1.4M 1.04%
21,096
-507
24
$1.38M 1.03%
54,534
-2,011
25
$1.37M 1.02%
23,884
+1,184
1
2 3 4 5