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
$194M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$465K
2
+$425K
3
+$404K
4
JLL icon
Jones Lang LaSalle
JLL
+$323K
5
FE icon
FirstEnergy
FE
+$322K

Top Sells

1
+$104K
2
+$89.6K
3
+$79K
4
CB icon
Chubb
CB
+$77.5K
5
NMR icon
Nomura Holdings
NMR
+$60.4K

Sector Composition

1 Financials 11.75%
2 Technology 11.62%
3 Healthcare 10.33%
4 Energy 9.68%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.67M 1.89%
55,660
+2,277
2
$3.21M 1.65%
287,247
+15,605
3
$3.02M 1.55%
36,762
+2,490
4
$3.01M 1.55%
48,730
+505
5
$2.95M 1.52%
90,915
+9,277
6
$2.94M 1.51%
27,356
+2,906
7
$2.85M 1.47%
26,200
+1,430
8
$2.76M 1.42%
11,623
+180
9
$2.48M 1.28%
52,724
+5,777
10
$2.47M 1.27%
78,668
+4,405
11
$2.45M 1.26%
14,788
+701
12
$2.41M 1.24%
39,743
+3,781
13
$2.36M 1.22%
14,186
+2,793
14
$2.3M 1.18%
34,523
+2,299
15
$2.15M 1.11%
24,532
-9
16
$1.97M 1.02%
148,036
+4,501
17
$1.92M 0.99%
32,095
+3,209
18
$1.89M 0.97%
55,944
+6,472
19
$1.83M 0.95%
71,463
-747
20
$1.81M 0.93%
149,917
+16,856
21
$1.78M 0.92%
28,529
+1,741
22
$1.73M 0.89%
72,060
+123
23
$1.71M 0.88%
14,184
+494
24
$1.69M 0.87%
24,411
+470
25
$1.68M 0.86%
52,642
+10,133
1
2 3 4 5