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
$155M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$410K
2
+$409K
3
+$407K
4
LVS icon
Las Vegas Sands
LVS
+$390K
5
AXP icon
American Express
AXP
+$386K

Top Sells

1
+$9.38M
2
+$1.59M
3
+$554K
4
JSM
Navient Corp 6% Senior Notes due December 15 2043
JSM
+$229K
5
CS
Credit Suisse Group
CS
+$215K

Sector Composition

1 Technology 11.12%
2 Consumer Staples 10.86%
3 Healthcare 10.77%
4 Financials 10.19%
5 Energy 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.35M 2.16%
50,317
-2,638
2
$3.06M 1.97%
55,496
-295
3
$2.84M 1.83%
34,029
+2,030
4
$2.7M 1.74%
244,348
+12,945
5
$2.45M 1.58%
25,676
+2,650
6
$2.37M 1.52%
11,966
-41
7
$2.32M 1.49%
82,553
+2,952
8
$2.2M 1.41%
74,307
+8,435
9
$2.05M 1.32%
14,776
-34
10
$2M 1.29%
34,038
+6,935
11
$1.96M 1.26%
25,389
+1,827
12
$1.95M 1.25%
38,526
+1,566
13
$1.83M 1.18%
71,627
+16,039
14
$1.78M 1.15%
78,018
+9,951
15
$1.76M 1.14%
144,398
+5,325
16
$1.73M 1.11%
44,043
+10,439
17
$1.66M 1.07%
15,955
-78
18
$1.63M 1.05%
45,317
+7,375
19
$1.59M 1.03%
11,019
+2,606
20
$1.58M 1.02%
13,545
+291
21
$1.58M 1.02%
55,631
-66
22
$1.57M 1.01%
29,311
+1,620
23
$1.48M 0.95%
52,029
-528
24
$1.43M 0.92%
24,128
+3,495
25
$1.42M 0.92%
37,172
-431
1
2 3 4 5