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Home > Institutional Investor > Point View Wealth Management, Inc. > Profile

Instuitional Investor - Point View Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Point View Wealth Management, Inc.
Portfolio Value $246,464,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 37,122 $8,257,000 3.35%
2.
Asa Gold & Precious Metals Ltd
 ASA 226,397 $4,951,000 2%
3.
Deere & Co
 DE 18,126 $4,877,000 1.97%
4.
Pfizer Inc
 PFE 99,109 $3,648,000 1.48%
5.
Cvs Health Corp
 CVS 47,249 $3,227,000 1.3%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)