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
$211M
AUM Growth
+$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$268K
2
+$251K
3
+$238K
4
ETFC
E*Trade Financial Corporation
ETFC
+$225K
5
TEL icon
TE Connectivity
TEL
+$223K

Top Sells

1
+$1.4M
2
+$677K
3
+$581K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$568K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$462K

Sector Composition

1 Technology 12.62%
2 Financials 12.02%
3 Industrials 10.52%
4 Energy 10.51%
5 Healthcare 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 0.89%
68,331
+4,080
27
$1.87M 0.89%
89,367
+5,109
28
$1.84M 0.87%
39,909
-1,710
29
$1.77M 0.84%
135,377
-4,152
30
$1.77M 0.84%
57,709
-910
31
$1.72M 0.82%
100,269
-2,304
32
$1.72M 0.81%
28,819
-974
33
$1.72M 0.81%
41,853
-906
34
$1.7M 0.81%
156,896
-12,036
35
$1.65M 0.78%
78,734
-1,262
36
$1.59M 0.75%
53,804
-1,191
37
$1.53M 0.73%
23,978
-799
38
$1.49M 0.71%
28,233
-2,293
39
$1.47M 0.7%
6,645
-365
40
$1.46M 0.69%
20,999
+254
41
$1.45M 0.69%
9,704
-594
42
$1.4M 0.67%
17,756
-426
43
$1.36M 0.64%
32,462
-103
44
$1.3M 0.62%
33,180
45
$1.3M 0.62%
14,139
-233
46
$1.3M 0.62%
9,299
-52
47
$1.29M 0.61%
24,023
-869
48
$1.24M 0.59%
31,380
+385
49
$1.22M 0.58%
13,207
-330
50
$1.21M 0.58%
16,743
+817
1
2
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