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
51
$1.21M 0.58%
83,851
+5,308
52
$1.2M 0.57%
19,898
-194
53
$1.18M 0.56%
8,500
-816
54
$1.17M 0.55%
12,710
-259
55
$1.14M 0.54%
7,906
-300
56
$1.11M 0.53%
5,860
-32
57
$1.11M 0.53%
15,555
+192
58
$1.1M 0.52%
10,397
-278
59
$1.08M 0.51%
3,923
-10
60
$1.08M 0.51%
26,981
-942
61
$1.07M 0.51%
33,573
+345
62
$1.06M 0.5%
34,399
-1,708
63
$1.04M 0.5%
76,213
64
$1.04M 0.5%
27,032
+511
65
$1.04M 0.49%
17,139
-99
66
$1.03M 0.49%
5,095
-67
67
$1.02M 0.49%
49,255
-1,933
68
$1.01M 0.48%
6,883
69
$1M 0.47%
6,355
-353
70
$991K 0.47%
19,389
-354
71
$985K 0.47%
5,463
-106
72
$982K 0.47%
4,296
-70
73
$963K 0.46%
67,095
+8,846
74
$952K 0.45%
8,281
-350
75
$933K 0.44%
19,829
-301
1 2
3
4 5