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
$198M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$852K
3
+$699K
4
HAL icon
Halliburton
HAL
+$623K
5
HBI
Hanesbrands
HBI
+$576K

Top Sells

1
+$1M
2
+$833K
3
+$726K
4
MXF
Mexico Fund
MXF
+$716K
5
EMI
Eaton Vance Michigan Municipal Income Trust
EMI
+$483K

Sector Composition

1 Healthcare 12.42%
2 Technology 12.35%
3 Financials 10.57%
4 Industrials 10.39%
5 Energy 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$173K 0.09%
12,072
227
$158K 0.08%
23,053
-2
228
$153K 0.08%
11,406
-1,645
229
$153K 0.08%
23,380
-3,096
230
$143K 0.07%
19,808
-1,555
231
$143K 0.07%
14,513
232
$132K 0.07%
11,635
-931
233
$128K 0.06%
14,951
234
$125K 0.06%
10,592
+121
235
$120K 0.06%
40,984
-6,424
236
$110K 0.06%
13,316
237
$91K 0.05%
25,756
238
$90K 0.05%
15,591
-1,072
239
$86K 0.04%
15,330
+1
240
$77K 0.04%
16,509
241
$70K 0.04%
14,352
242
$61K 0.03%
16,626
243
$54K 0.03%
13,504
244
$54K 0.03%
+13,864
245
$52K 0.03%
+23,576
246
$45K 0.02%
10,695
247
$38K 0.02%
24,998
248
$37K 0.02%
12,337
249
$16K 0.01%
+29,485
250
$6K ﹤0.01%
17,532
-6,860
7 8 9
10
11