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
51
$870K 0.68%
23,960
-1,995
52
$840K 0.65%
24,972
+406
53
$834K 0.65%
6,543
-646
54
$809K 0.63%
62,970
+2,612
55
$787K 0.61%
4,123
56
$773K 0.6%
26,399
-811
57
$765K 0.59%
8,682
-19
58
$763K 0.59%
16,380
-204
59
$742K 0.58%
60,599
+11,308
60
$741K 0.58%
14,809
+690
61
$737K 0.57%
49,112
-971
62
$727K 0.56%
42,719
+6,217
63
$700K 0.54%
11,398
-64
64
$700K 0.54%
14,303
+1,030
65
$689K 0.53%
19,921
-945
66
$688K 0.53%
4,857
67
$683K 0.53%
8,513
+1,875
68
$679K 0.53%
8,503
69
$675K 0.52%
24,492
-1,302
70
$653K 0.51%
4,705
+118
71
$648K 0.5%
6,275
-87
72
$627K 0.49%
5,639
-6
73
$625K 0.49%
9,205
-137
74
$622K 0.48%
6,117
75
$621K 0.48%
5,507
-66
1 2
3
4 5