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
$225M
AUM Growth
+$9.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$716K
2
+$308K
3
+$286K
4
CAH icon
Cardinal Health
CAH
+$268K
5
EVJ
Eaton Vance New Jersey Municipal Income Trust
EVJ
+$267K

Top Sells

1
+$201K
2
+$120K
3
+$118K
4
MRO
Marathon Oil Corporation
MRO
+$114K
5
EXD
Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD
+$113K

Sector Composition

1 Technology 13.44%
2 Healthcare 11.53%
3 Energy 10.94%
4 Financials 10.87%
5 Industrials 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$224K 0.1%
3,139
227
$223K 0.1%
6,423
228
$223K 0.1%
5,111
229
$222K 0.1%
7,384
230
$221K 0.1%
1,944
231
$213K 0.09%
+2,899
232
$212K 0.09%
17,628
233
$211K 0.09%
+7,826
234
$210K 0.09%
4,859
-67
235
$208K 0.09%
1,266
+50
236
$207K 0.09%
2,349
237
$205K 0.09%
2,389
-166
238
$202K 0.09%
+2,826
239
$202K 0.09%
+1,207
240
$190K 0.08%
10,191
241
$188K 0.08%
13,051
242
$188K 0.08%
12,566
+890
243
$188K 0.08%
10,606
-4,055
244
$183K 0.08%
21,363
245
$176K 0.08%
10,264
-1,060
246
$173K 0.08%
+14,513
247
$171K 0.08%
10,471
248
$169K 0.08%
10,734
+146
249
$150K 0.07%
14,951
250
$146K 0.06%
+22,410
7 8 9
10
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