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
$221M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$918K
3
+$652K
4
WBA
Walgreens Boots Alliance
WBA
+$497K
5
BIIB icon
Biogen
BIIB
+$327K

Top Sells

1
+$624K
2
+$374K
3
+$360K
4
ETN icon
Eaton
ETN
+$357K
5
MRK icon
Merck
MRK
+$343K

Sector Composition

1 Technology 12.45%
2 Healthcare 11.46%
3 Industrials 11.03%
4 Financials 10.88%
5 Consumer Staples 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.96M 2.7%
42,841
-2,692
2
$3.73M 1.69%
43,276
-1,432
3
$3.36M 1.52%
47,571
-1,651
4
$3.35M 1.52%
19,845
-1,311
5
$3.33M 1.51%
8,873
-691
6
$3.23M 1.46%
94,804
-917
7
$3M 1.36%
249,354
-22,958
8
$2.85M 1.29%
24,033
-1,450
9
$2.83M 1.28%
44,946
+2,086
10
$2.64M 1.2%
11,014
-768
11
$2.51M 1.14%
31,209
-4,267
12
$2.46M 1.11%
20,882
-3,058
13
$2.45M 1.11%
47,570
+1,001
14
$2.4M 1.09%
17,281
-822
15
$2.39M 1.08%
49,588
-4,915
16
$2.39M 1.08%
215,773
-27,675
17
$2.27M 1.03%
79,594
-5,844
18
$2.26M 1.03%
147,781
-7,227
19
$2.25M 1.02%
56,853
-6,108
20
$2.24M 1.02%
32,474
-4,355
21
$2.15M 0.97%
56,580
-2,770
22
$2.1M 0.95%
34,877
+1,546
23
$2.07M 0.94%
5,446
-726
24
$2.03M 0.92%
124,032
-14,002
25
$2M 0.9%
13,422
-413
1
2 3 4 5