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
$203M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$488K
3
+$391K
4
XOM icon
Exxon Mobil
XOM
+$348K
5
ASA
ASA Gold and Precious Metals
ASA
+$345K

Top Sells

1
+$1.69M
2
+$346K
3
+$331K
4
HES
Hess
HES
+$211K
5
TXN icon
Texas Instruments
TXN
+$203K

Sector Composition

1 Financials 12.22%
2 Technology 11.8%
3 Healthcare 11.26%
4 Industrials 9.67%
5 Energy 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.8M 1.87%
55,190
-470
2
$3.31M 1.63%
41,068
+4,306
3
$3.19M 1.57%
25,823
-377
4
$3.17M 1.56%
287,247
5
$3.05M 1.5%
48,730
6
$3M 1.48%
28,755
+1,399
7
$2.96M 1.46%
11,533
-90
8
$2.9M 1.43%
91,120
+205
9
$2.75M 1.36%
14,640
-148
10
$2.64M 1.3%
53,893
+1,169
11
$2.58M 1.27%
42,264
+2,521
12
$2.36M 1.16%
43,508
+8,985
13
$2.32M 1.14%
15,775
+1,589
14
$2.29M 1.13%
80,315
+1,647
15
$2.28M 1.12%
24,972
+440
16
$2.26M 1.11%
33,817
+1,722
17
$2.21M 1.09%
+33,290
18
$2.1M 1.03%
179,422
+29,505
19
$2.03M 1%
87,659
+16,887
20
$1.98M 0.97%
148,067
+31
21
$1.88M 0.93%
74,484
+2,424
22
$1.86M 0.92%
72,450
+987
23
$1.83M 0.9%
29,325
+796
24
$1.81M 0.89%
57,769
+1,825
25
$1.79M 0.88%
14,115
-69
1
2 3 4 5