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
$235M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$767K
2
+$629K
3
+$591K
4
DD
Du Pont De Nemours E I
DD
+$508K
5
WBA
Walgreens Boots Alliance
WBA
+$468K

Top Sells

1
+$313K
2
+$214K
3
+$203K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$203K
5
CMI icon
Cummins
CMI
+$201K

Sector Composition

1 Technology 12.84%
2 Healthcare 11.46%
3 Financials 10.84%
4 Industrials 10.84%
5 Energy 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.1M 2.6%
45,533
-744
2
$3.93M 1.67%
95,721
+4,750
3
$3.77M 1.61%
49,222
+2,499
4
$3.61M 1.54%
44,708
-138
5
$3.51M 1.49%
21,156
-25
6
$3.33M 1.42%
11,782
7
$3.17M 1.35%
25,483
-234
8
$3.12M 1.33%
272,312
+2,122
9
$3.09M 1.32%
9,564
-18
10
$2.84M 1.21%
35,476
-208
11
$2.72M 1.16%
243,448
-5,659
12
$2.68M 1.14%
23,940
+311
13
$2.67M 1.14%
155,008
+4,049
14
$2.58M 1.1%
36,829
-618
15
$2.48M 1.06%
45,356
-802
16
$2.43M 1.04%
59,350
+1,559
17
$2.39M 1.02%
18,103
+540
18
$2.33M 0.99%
42,860
+14,085
19
$2.33M 0.99%
54,503
-910
20
$2.32M 0.99%
62,961
-1,467
21
$2.31M 0.98%
138,034
-5,430
22
$2.25M 0.96%
6,172
-27
23
$2.23M 0.95%
46,569
+5,449
24
$2.17M 0.92%
72,641
+3,722
25
$2.16M 0.92%
85,438
-798
1
2 3 4 5