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
51
$1.17M 0.56%
68,607
+23,593
52
$1.14M 0.55%
29,790
-3,390
53
$1.13M 0.54%
25,948
-1,033
54
$1.12M 0.54%
12,060
-2,079
55
$1.11M 0.53%
21,532
-2,491
56
$1.08M 0.52%
19,435
+46
57
$1.06M 0.51%
60,732
-6,363
58
$1.06M 0.51%
5,935
+75
59
$1.04M 0.5%
10,484
+87
60
$1.01M 0.48%
7,851
-55
61
$1.01M 0.48%
8,471
-29
62
$1M 0.48%
12,657
-53
63
$992K 0.48%
35,642
+2,069
64
$983K 0.47%
4,449
-22
65
$982K 0.47%
78,896
-4,955
66
$981K 0.47%
15,775
-968
67
$980K 0.47%
75,066
-1,147
68
$957K 0.46%
6,998
+115
69
$940K 0.45%
15,080
-475
70
$926K 0.44%
6,284
-71
71
$920K 0.44%
5,442
-21
72
$913K 0.44%
19,813
-16
73
$907K 0.44%
3,907
-16
74
$905K 0.43%
17,266
+127
75
$896K 0.43%
26,732
-300
1 2
3
4 5