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
$129M
AUM Growth
-$638K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$566K
2
+$447K
3
+$357K
4
CEE
Central and Eastern Europe Fund
CEE
+$309K
5
GCI
Gannett Co., Inc
GCI
+$292K

Top Sells

1
+$580K
2
+$415K
3
+$407K
4
CAT icon
Caterpillar
CAT
+$335K
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$248K

Sector Composition

1 Financials 12.41%
2 Healthcare 11.97%
3 Technology 11.71%
4 Energy 9.9%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.98%
149,929
+1,138
27
$1.23M 0.96%
18,176
+473
28
$1.23M 0.95%
17,467
-777
29
$1.23M 0.95%
40,307
+881
30
$1.16M 0.9%
11,950
+36
31
$1.13M 0.88%
7,274
+132
32
$1.1M 0.85%
26,112
-1,374
33
$1.09M 0.85%
82,472
+16,308
34
$1.09M 0.84%
33,381
+138
35
$1.08M 0.84%
17,270
-33
36
$1.07M 0.83%
22,543
+936
37
$1.05M 0.82%
38,720
-353
38
$1.05M 0.82%
6,492
-628
39
$1.03M 0.8%
5,973
-17
40
$1.02M 0.79%
47,727
-1,649
41
$966K 0.75%
90,125
+326
42
$965K 0.75%
99,414
+9,190
43
$947K 0.74%
16,844
-73
44
$936K 0.73%
103,567
-645
45
$908K 0.7%
22,033
+1,975
46
$902K 0.7%
7,393
-104
47
$898K 0.7%
21,837
+2,835
48
$898K 0.7%
40,061
+1,000
49
$894K 0.69%
70,638
+44,687
50
$871K 0.68%
7,529
-395
1
2
3 4 5