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
$125M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$484K
3
+$480K
4
GS icon
Goldman Sachs
GS
+$384K
5
DEO icon
Diageo
DEO
+$337K

Top Sells

1
+$1.26M
2
+$356K
3
+$269K
4
HSBC icon
HSBC
HSBC
+$212K
5
IX icon
ORIX
IX
+$210K

Sector Composition

1 Technology 11.85%
2 Healthcare 11.63%
3 Financials 11.6%
4 Consumer Staples 9.66%
5 Energy 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.5M 2%
56,471
-659
2
$2.4M 1.92%
80,475
-20
3
$2.34M 1.87%
54,365
+1,124
4
$2.28M 1.82%
219,541
+21,047
5
$2.12M 1.7%
28,558
+3,614
6
$2.09M 1.67%
14,900
-218
7
$2.02M 1.61%
12,158
-181
8
$1.69M 1.35%
21,430
+3,159
9
$1.69M 1.35%
214,380
-13,860
10
$1.65M 1.32%
35,092
+2,087
11
$1.62M 1.3%
56,012
-811
12
$1.6M 1.28%
61,788
-394
13
$1.6M 1.28%
21,583
+565
14
$1.57M 1.25%
16,242
+135
15
$1.46M 1.17%
25,889
-96
16
$1.45M 1.16%
34,438
+2,323
17
$1.44M 1.15%
25,274
+1,929
18
$1.42M 1.13%
57,718
+3,131
19
$1.42M 1.13%
121,925
+4,776
20
$1.39M 1.11%
53,092
+1,207
21
$1.36M 1.09%
37,724
-254
22
$1.33M 1.07%
172,182
-5,608
23
$1.33M 1.06%
22,134
-118
24
$1.28M 1.03%
31,008
-752
25
$1.26M 1.01%
20,642
+2,466
1
2 3 4 5