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
$165M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$307K
2
+$291K
3
+$288K
4
QCOM icon
Qualcomm
QCOM
+$281K
5
AGN
Allergan plc
AGN
+$278K

Top Sells

1
+$244K
2
+$231K
3
+$227K
4
COF icon
Capital One
COF
+$218K
5
IX icon
ORIX
IX
+$201K

Sector Composition

1 Consumer Staples 10.97%
2 Healthcare 10.88%
3 Technology 10.66%
4 Energy 10.25%
5 Financials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.31M 2.01%
49,581
-736
2
$3.26M 1.98%
34,810
+781
3
$2.84M 1.72%
255,848
+11,500
4
$2.84M 1.72%
55,505
+9
5
$2.75M 1.67%
82,458
-95
6
$2.67M 1.62%
25,516
-160
7
$2.64M 1.6%
11,859
-107
8
$2.47M 1.5%
75,547
+1,240
9
$2.28M 1.38%
34,028
-10
10
$2.1M 1.27%
25,934
+545
11
$2.06M 1.25%
37,401
-1,125
12
$1.94M 1.18%
131,160
+5,164
13
$1.94M 1.18%
14,754
-22
14
$1.9M 1.15%
77,913
-105
15
$1.89M 1.14%
72,708
+1,081
16
$1.86M 1.13%
147,411
+3,013
17
$1.78M 1.08%
83,481
-1,648
18
$1.67M 1.01%
46,951
+2,908
19
$1.64M 0.99%
11,280
+261
20
$1.62M 0.98%
13,636
+91
21
$1.6M 0.97%
25,793
+1,665
22
$1.56M 0.95%
44,816
-501
23
$1.55M 0.94%
124,209
+6,883
24
$1.55M 0.94%
30,791
+1,480
25
$1.54M 0.93%
53,745
+1,716
1
2 3 4 5