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
$225M
AUM Growth
+$9.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$716K
2
+$308K
3
+$286K
4
CAH icon
Cardinal Health
CAH
+$268K
5
EVJ
Eaton Vance New Jersey Municipal Income Trust
EVJ
+$267K

Top Sells

1
+$201K
2
+$120K
3
+$118K
4
MRO
Marathon Oil Corporation
MRO
+$114K
5
EXD
Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD
+$113K

Sector Composition

1 Technology 13.44%
2 Healthcare 11.53%
3 Energy 10.94%
4 Financials 10.87%
5 Industrials 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 0.9%
109,952
+8,462
27
$2M 0.89%
68,848
-1,169
28
$1.98M 0.88%
63,659
-1,329
29
$1.93M 0.86%
26,781
+238
30
$1.91M 0.85%
74,288
-587
31
$1.91M 0.85%
56,608
+6,834
32
$1.9M 0.84%
40,074
+525
33
$1.78M 0.79%
13,690
-24
34
$1.72M 0.77%
38,770
-194
35
$1.71M 0.76%
6,426
-334
36
$1.69M 0.75%
57,182
+2,786
37
$1.65M 0.73%
31,022
-1,562
38
$1.63M 0.72%
30,445
+1,537
39
$1.57M 0.7%
72,845
+1,242
40
$1.53M 0.68%
17,666
+408
41
$1.51M 0.67%
94,363
-608
42
$1.51M 0.67%
124,518
-1,253
43
$1.51M 0.67%
31,930
+422
44
$1.5M 0.67%
25,944
-1,274
45
$1.49M 0.66%
19,453
+468
46
$1.38M 0.61%
24,392
+2,908
47
$1.35M 0.6%
17,098
+3
48
$1.32M 0.59%
11,625
-268
49
$1.31M 0.58%
9,472
+187
50
$1.29M 0.57%
13,474
+576
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