PVWM
Point View Wealth Management Portfolio holdings
AUM
$246M
This Quarter Return
-1%
1 Year Return
+10.75%
3 Year Return
+27.13%
5 Year Return
+74.51%
10 Year Return
–
AUM
$208M
AUM Growth
+$208M
(-1.2%)
Cap. Flow
+$1.32M
Cap. Flow
% of AUM
0.63%
Top 10 Holdings %
Top 10 Hldgs %
15.69%
Holding
274
New
20
Increased
78
Reduced
116
Closed
17
Top Buys
Top Sells
| 1 |
POT
Potash Corp Of Saskatchewan
POT
|
$879K |
| 2 |
CSRA
CSRA Inc.
CSRA
|
$631K |
| 3 |
AGU
Agrium
AGU
|
$577K |
| 4 |
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% |
