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
$225M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$318K
2
+$302K
3
+$295K
4
HES
Hess
HES
+$285K
5
BF
BASF AKTIENGESELLT ADS(RP1 ORD
BF
+$283K

Top Sells

1
+$438K
2
+$212K
3
+$186K
4
PCG icon
PG&E
PCG
+$180K
5
AIG icon
American International
AIG
+$126K

Sector Composition

1 Technology 12.61%
2 Healthcare 11.5%
3 Industrials 10.57%
4 Financials 10.48%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.46M 2.43%
46,277
-130
2
$3.77M 1.68%
46,723
-461
3
$3.67M 1.63%
90,971
+684
4
$3.39M 1.51%
21,181
-364
5
$3.38M 1.5%
11,782
-224
6
$3.17M 1.41%
25,717
-147
7
$3.11M 1.38%
44,846
-62
8
$2.83M 1.26%
35,684
-476
9
$2.77M 1.23%
270,190
+9,562
10
$2.7M 1.2%
150,959
-4,936
11
$2.67M 1.19%
249,107
-1,696
12
$2.59M 1.15%
143,464
-10,301
13
$2.58M 1.15%
9,582
-29
14
$2.49M 1.11%
46,158
-1,346
15
$2.48M 1.1%
57,791
-416
16
$2.39M 1.06%
23,629
-13
17
$2.37M 1.05%
17,563
+70
18
$2.36M 1.05%
6,199
-8
19
$2.33M 1.04%
41,981
-352
20
$2.33M 1.04%
37,447
+17
21
$2.31M 1.03%
55,413
-848
22
$2.23M 0.99%
33,480
-554
23
$2.21M 0.98%
41,120
-222
24
$2.19M 0.98%
61,392
-1,755
25
$2.1M 0.93%
64,428
-1,401
1
2 3 4 5