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
$174M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$654K
3
+$530K
4
AAPL icon
Apple
AAPL
+$469K
5
CXW icon
CoreCivic
CXW
+$282K

Top Sells

1
+$988K
2
+$221K
3
+$219K
4
CSI
Cutwater Select Income Fund
CSI
+$212K
5
KMB icon
Kimberly-Clark
KMB
+$209K

Sector Composition

1 Financials 12.25%
2 Technology 10.93%
3 Energy 10.82%
4 Healthcare 9.85%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.32M 1.91%
53,383
-1,829
2
$3.09M 1.78%
34,272
-370
3
$3.03M 1.74%
271,642
+3,641
4
$2.98M 1.71%
48,225
-405
5
$2.88M 1.66%
24,450
-1,538
6
$2.66M 1.53%
11,443
-332
7
$2.55M 1.47%
24,770
-1,473
8
$2.52M 1.45%
81,638
-1,559
9
$2.49M 1.44%
32,224
-2,611
10
$2.39M 1.37%
74,263
-1,637
11
$2.25M 1.3%
46,947
-2,479
12
$2.12M 1.22%
24,541
-1,027
13
$2.02M 1.17%
14,087
-667
14
$2.02M 1.16%
35,962
-910
15
$1.84M 1.06%
143,535
-3,075
16
$1.83M 1.05%
72,210
+377
17
$1.81M 1.04%
11,393
+39
18
$1.75M 1.01%
26,788
+221
19
$1.72M 0.99%
28,886
-584
20
$1.68M 0.96%
13,690
+176
21
$1.66M 0.95%
71,937
-5,154
22
$1.52M 0.87%
130,653
+666
23
$1.52M 0.87%
47,410
-1,809
24
$1.5M 0.86%
49,472
-3,589
25
$1.47M 0.85%
133,061
+3,385
1
2 3 4 5