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
$208M
AUM Growth
+$5.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$439K
3
+$355K
4
JCI icon
Johnson Controls International
JCI
+$312K
5
IGR
CBRE Global Real Estate Income Fund
IGR
+$279K

Top Sells

1
+$1.23M
2
+$424K
3
+$312K
4
PG icon
Procter & Gamble
PG
+$303K
5
MSFT icon
Microsoft
MSFT
+$289K

Sector Composition

1 Technology 11.89%
2 Financials 11.7%
3 Healthcare 10.61%
4 Energy 10.34%
5 Industrials 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.82M 1.84%
51,314
-3,876
2
$3.5M 1.68%
42,746
+1,678
3
$3.29M 1.58%
46,618
-2,112
4
$3.23M 1.55%
27,480
-1,275
5
$3.22M 1.55%
11,203
-330
6
$3.11M 1.49%
275,543
-11,704
7
$3.08M 1.48%
90,944
-176
8
$3M 1.44%
23,869
-1,954
9
$2.59M 1.24%
13,642
-998
10
$2.46M 1.18%
47,269
+3,761
11
$2.45M 1.17%
40,034
-2,230
12
$2.41M 1.16%
33,164
-653
13
$2.39M 1.15%
25,042
+70
14
$2.38M 1.14%
45,739
-8,154
15
$2.3M 1.11%
77,810
-2,505
16
$2.28M 1.1%
30,738
-2,552
17
$2.24M 1.08%
188,543
+9,121
18
$2.16M 1.04%
15,566
-209
19
$2.08M 1%
84,258
-3,401
20
$1.95M 0.94%
56,331
+1,334
21
$1.89M 0.91%
70,134
-2,316
22
$1.87M 0.9%
139,529
-8,538
23
$1.86M 0.9%
71,532
-2,952
24
$1.86M 0.89%
168,932
+13,101
25
$1.85M 0.89%
55,134
-2,635
1
2 3 4 5