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
$198M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$852K
3
+$699K
4
HAL icon
Halliburton
HAL
+$623K
5
HBI
Hanesbrands
HBI
+$576K

Top Sells

1
+$1M
2
+$833K
3
+$726K
4
MXF
Mexico Fund
MXF
+$716K
5
EMI
Eaton Vance Michigan Municipal Income Trust
EMI
+$483K

Sector Composition

1 Healthcare 12.42%
2 Technology 12.35%
3 Financials 10.57%
4 Industrials 10.39%
5 Energy 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 0.94%
86,241
-1,469
27
$1.85M 0.93%
67,346
-1,502
28
$1.78M 0.9%
43,289
-386
29
$1.68M 0.85%
29,832
-613
30
$1.67M 0.84%
38,727
-43
31
$1.65M 0.83%
13,808
+118
32
$1.64M 0.82%
63,603
+6,995
33
$1.6M 0.81%
6,434
+8
34
$1.6M 0.81%
28,044
+1,263
35
$1.53M 0.77%
62,120
+4,938
36
$1.52M 0.77%
74,288
37
$1.52M 0.77%
23,170
+6,072
38
$1.49M 0.75%
28,073
+2,027
39
$1.49M 0.75%
45,474
+26,034
40
$1.49M 0.75%
8,903
+5,441
41
$1.47M 0.74%
76,358
+24,411
42
$1.4M 0.71%
98,363
+4,000
43
$1.34M 0.68%
120,949
-3,569
44
$1.29M 0.65%
33,447
+1,517
45
$1.29M 0.65%
17,646
+4,172
46
$1.27M 0.64%
34,886
+12,297
47
$1.26M 0.64%
18,377
+711
48
$1.25M 0.63%
9,675
+203
49
$1.24M 0.63%
13,475
-54
50
$1.23M 0.62%
26,189
+245
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2
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