POINT VIEW WEALTH MANAGEMENT, INC.

HTTPS://TWITTER.COM/DIETZEPOINTVIEW?LANG=EN SUMMIT, NJ Investment Advisor How do I update this listing?

Point View Wealth Management is based out of Summit. Point View Wealth Management is a large advisory firm with 166 clients and discretionary assets under management (AUM) of $376,885,727 (Form ADV from 2020-06-15). Their last reported 13F filing for Q2 2020 included $208,474,000 in managed 13F securities and a top 10 holdings concentration of 17.76%. Point View Wealth Management's largest holding is Microsoft Corp. with shares held of 41,672. Point View Wealth Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 31 13F filings

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06/30/2020

13F Activity

  • Market Value $208.474 Million
  • Prior Market Value $182.566 Million
  • New Purchases19 stocks
  • Additional Purchases39 stocks
  • Sold out of10 stocks
  • Reduced holdings in154 stocks
  • Top 10 Holdings % 17.76 %
  • Turnover % [1]:11.24%
  • Turnover Alt % [2]: 5.12 %
  • Time Held Top20:12.55 quarters
  • Time Held Top10:10.80 quarters
  • Time Held All:17.41 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 23.28%
Performance Last 4 Quarters: -6.98%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

POINT VIEW WEALTH MANAGEMENT, INC.
382 SPRINGFIELD AVENUE SUITE 208
SUMMIT NJ    07901-2707
Country: United States

Business Phone: 908-598-1717
Fax: 419-844-0922
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NJ
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 20,514,400
Total Number of Clients: 166
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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POINT VIEW WEALTH MANAGEMENT, INC.

ownership team - last updated 2020-06-15
Name Title Start Date Direct/Indirect % Ownership
DIETZE, DAVID, GODDEN PRESIDENT AND CHIEF INVESTMENT STRATEGIST 01/01/1993 Direct less than 5%
Fund Name Position direct/indirect start date end date
POINT VIEW FINANCIAL SERVICES INC PRESIDENT direct 1993-01-01
TOTH, CLAIRE, ELLEN VP AND TREASURER 09/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
POINT VIEW FINANCIAL SERVICES INC VP/CHIEF COMPLIANCE OFFICER direct 1999-03-01
ALVARADO, KAREN, JOHANNA CHIEF COMPLIANCE OFFICER 09/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC SECRETARY direct 2017-10-01
PEAPACK-GLADSTONE BANK SHAREHOLDER 09/01/2019 Direct 75% or more
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC SHAREHOLDER direct 2017-07-01
POLAND, TODD, MARTIN GENERAL COUNSEL/SECRETARY 09/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
LASSUS WHERLEY & ASSOCIATES, INC. GENERAL COUNSEL/SECRETARY direct 2018-08-01
PEPACK-GLADSTONE FINANCIAL CORPORATION SHAREHOLDER PEAPACK-GLADSTONE BANK 08/01/1997 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC SHAREHOLDER indirect 1997-08-01

POINT VIEW WEALTH MANAGEMENT, INC.

ownership team - last updated 2020-03-26
Name Title Start Date Direct/Indirect % Ownership

POINT VIEW WEALTH MANAGEMENT, INC.

ownership team - last updated 2019-09-27
Name Title Start Date Direct/Indirect % Ownership
DIETZE, DAVID, GODDEN PRESIDENT AND CHIEF INVESTMENT STRATEGIST 01/01/1993 Direct less than 5%
Fund Name Position direct/indirect start date end date
POINT VIEW FINANCIAL SERVICES INC PRESIDENT direct 1993-01-01
TOTH, CLAIRE, ELLEN VP AND TREASURER 09/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
POINT VIEW FINANCIAL SERVICES INC VP/CHIEF COMPLIANCE OFFICER direct 1999-03-01
ALVARADO, KAREN, JOHANNA CHIEF COMPLIANCE OFFICER 09/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC SECRETARY direct 2017-10-01
PEAPACK-GLADSTONE BANK SHAREHOLDER 09/01/2019 Direct 75% or more
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC SHAREHOLDER direct 2017-07-01
POLAND, TODD, MARTIN GENERAL COUNSEL/SECRETARY 09/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
LASSUS WHERLEY & ASSOCIATES, INC. GENERAL COUNSEL/SECRETARY direct 2018-08-01
PEPACK-GLADSTONE FINANCIAL CORPORATION SHAREHOLDER PEAPACK-GLADSTONE BANK 08/01/1997 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC SHAREHOLDER indirect 1997-08-01

POINT VIEW WEALTH MANAGEMENT, INC.

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
DIETZE, DAVID, GODDEN PRESIDENT 01/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
POINT VIEW FINANCIAL SERVICES INC PRESIDENT direct 1993-01-01
TOTH, CLAIRE, ELLEN VP/CHIEF COMPLIANCE OFFICER 03/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
POINT VIEW FINANCIAL SERVICES INC VP/CHIEF COMPLIANCE OFFICER direct 1999-03-01

POINT VIEW WEALTH MANAGEMENT, INC.

ownership team - last updated 2017-02-08
Name Title Start Date Direct/Indirect % Ownership
DIETZE, DAVID, GODDEN PRESIDENT 01/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
POINT VIEW FINANCIAL SERVICES INC PRESIDENT direct 1993-01-01
TOTH, CLAIRE, ELLEN VP/CHIEF COMPLIANCE OFFICER 03/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
POINT VIEW FINANCIAL SERVICES INC VP/CHIEF COMPLIANCE OFFICER direct 1999-03-01

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