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
$129M
AUM Growth
-$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$429K
3
+$379K
4
UL icon
Unilever
UL
+$291K
5
EMN icon
Eastman Chemical
EMN
+$288K

Top Sells

1
+$568K
2
+$246K
3
+$216K
4
ELV icon
Elevance Health
ELV
+$213K
5
NUE icon
Nucor
NUE
+$201K

Sector Composition

1 Healthcare 12.11%
2 Financials 12%
3 Technology 11.89%
4 Energy 9.42%
5 Consumer Discretionary 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.65M 2.05%
80,215
+1,005
2
$2.47M 1.91%
16,012
-1,381
3
$2.33M 1.8%
57,354
-516
4
$2.14M 1.65%
188,426
+5,965
5
$2.04M 1.57%
53,236
-634
6
$1.99M 1.54%
12,380
-769
7
$1.96M 1.51%
23,007
+1,214
8
$1.9M 1.47%
18,133
+1,728
9
$1.9M 1.46%
56,542
-1,982
10
$1.77M 1.37%
32,284
-231
11
$1.77M 1.36%
228,943
-3,137
12
$1.74M 1.35%
19,893
+586
13
$1.72M 1.33%
62,635
-3,584
14
$1.66M 1.28%
16,106
-1,751
15
$1.63M 1.26%
26,092
+2,208
16
$1.6M 1.23%
82,401
-7,679
17
$1.55M 1.19%
109,250
+4,492
18
$1.54M 1.19%
175,100
+28,959
19
$1.53M 1.18%
22,248
-451
20
$1.51M 1.16%
31,799
-289
21
$1.47M 1.13%
38,262
-3,686
22
$1.45M 1.12%
52,780
+1,079
23
$1.33M 1.03%
29,478
+1,376
24
$1.29M 0.99%
11,914
+572
25
$1.28M 0.99%
23,349
+2,117
1
2 3 4 5