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
$138M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$806K
3
+$761K
4
WMT icon
Walmart
WMT
+$618K
5
ERC
Allspring Multi-Sector Income Fund
ERC
+$566K

Top Sells

1
+$1.19M
2
+$698K
3
+$269K
4
DVN icon
Devon Energy
DVN
+$244K
5
LLY icon
Eli Lilly
LLY
+$203K

Sector Composition

1 Technology 11.43%
2 Healthcare 11.34%
3 Financials 11.3%
4 Consumer Staples 10.58%
5 Energy 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.1M 2.24%
55,791
-680
2
$2.82M 2.04%
52,955
-1,410
3
$2.49M 1.8%
31,999
+3,441
4
$2.44M 1.76%
79,601
-874
5
$2.38M 1.72%
231,403
+11,862
6
$2.27M 1.64%
12,007
-151
7
$2.07M 1.5%
23,026
+1,596
8
$2.06M 1.49%
14,810
-90
9
$1.86M 1.35%
36,960
+1,868
10
$1.82M 1.31%
27,691
+1,802
11
$1.8M 1.3%
23,562
+1,979
12
$1.71M 1.24%
65,872
+8,154
13
$1.64M 1.18%
55,697
-315
14
$1.62M 1.17%
26,118
+844
15
$1.59M 1.15%
207,964
-6,416
16
$1.57M 1.14%
139,073
+50,029
17
$1.57M 1.14%
37,603
-121
18
$1.57M 1.13%
16,033
-209
19
$1.5M 1.08%
13,254
+770
20
$1.45M 1.05%
27,103
+4,785
21
$1.44M 1.04%
33,604
-834
22
$1.43M 1.03%
52,557
-535
23
$1.39M 1.01%
68,067
+30,246
24
$1.36M 0.98%
20,633
-9
25
$1.35M 0.97%
39,083
-272
1
2 3 4 5