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
$208M
AUM Growth
-$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.19M
3
+$533K
4
MMT
MFS Multimarket Income Trust
MMT
+$531K
5
EMI
Eaton Vance Michigan Municipal Income Trust
EMI
+$510K

Top Sells

1
+$879K
2
+$631K
3
+$577K
4
STZ icon
Constellation Brands
STZ
+$545K
5
MXF
Mexico Fund
MXF
+$507K

Sector Composition

1 Technology 13.34%
2 Financials 11.32%
3 Industrials 10.6%
4 Energy 10.12%
5 Healthcare 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$204K 0.1%
+844
227
$199K 0.1%
11,324
228
$185K 0.09%
13,051
229
$169K 0.08%
21,693
230
$164K 0.08%
12,457
-5,962
231
$163K 0.08%
10,471
232
$149K 0.07%
47,292
-16,112
233
$149K 0.07%
14,951
-166
234
$135K 0.06%
+11,497
235
$133K 0.06%
14,127
-1,286
236
$131K 0.06%
32,669
+368
237
$124K 0.06%
+10,740
238
$119K 0.06%
+12,349
239
$118K 0.06%
31,766
240
$106K 0.05%
+10,148
241
$99K 0.05%
36,414
+4,135
242
$97K 0.05%
12,288
243
$96K 0.05%
+10,155
244
$96K 0.05%
24,196
245
$95K 0.05%
14,352
246
$86K 0.04%
16,626
247
$82K 0.04%
14,717
248
$79K 0.04%
13,546
249
$71K 0.03%
24,392
250
$63K 0.03%
22,254
7 8 9
10
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