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
$208M
AUM Growth
-$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.19M
3
+$533K
4
MMT
MFS Multimarket Income Trust
MMT
+$531K
5
EMI
Eaton Vance Michigan Municipal Income Trust
EMI
+$510K

Top Sells

1
+$879K
2
+$631K
3
+$577K
4
STZ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 0.92%
13,864
-60
27
$1.87M 0.9%
164,675
+7,779
28
$1.85M 0.89%
31,641
-821
29
$1.83M 0.88%
96,069
-4,200
30
$1.81M 0.87%
65,103
-1,725
31
$1.75M 0.84%
95,164
+5,797
32
$1.71M 0.82%
130,621
-4,756
33
$1.66M 0.8%
69,510
+1,179
34
$1.65M 0.79%
75,335
-3,399
35
$1.64M 0.79%
30,147
+1,328
36
$1.62M 0.78%
53,874
+70
37
$1.6M 0.77%
9,148
-556
38
$1.55M 0.74%
39,066
-2,787
39
$1.47M 0.7%
21,041
+1,143
40
$1.44M 0.69%
6,747
+102
41
$1.4M 0.67%
13,274
+67
42
$1.4M 0.67%
17,493
-263
43
$1.38M 0.66%
24,942
+964
44
$1.32M 0.63%
19,320
-1,679
45
$1.3M 0.62%
27,125
-1,108
46
$1.25M 0.6%
+26,423
47
$1.22M 0.59%
29,271
-2,109
48
$1.2M 0.57%
9,328
+29
49
$1.19M 0.57%
+146,546
50
$1.19M 0.57%
38,222
+3,823
1
2
3 4 5