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
51
$1.29M 0.57%
28,776
+107
52
$1.28M 0.57%
52,782
-1,664
53
$1.26M 0.56%
8,756
-55
54
$1.26M 0.56%
49,101
+401
55
$1.24M 0.55%
24,747
-802
56
$1.23M 0.55%
5,945
-16
57
$1.22M 0.54%
22,589
+2,232
58
$1.13M 0.5%
51,947
+11,003
59
$1.13M 0.5%
13,529
+1,086
60
$1.09M 0.49%
140,897
-2,024
61
$1.07M 0.48%
21,038
-22
62
$1.06M 0.47%
28,631
-643
63
$1.05M 0.47%
5,062
64
$1.05M 0.47%
64,600
+2,144
65
$1.03M 0.46%
141,662
+16,195
66
$1.01M 0.45%
7,819
67
$1.01M 0.45%
9,800
+734
68
$1M 0.45%
4,935
-100
69
$998K 0.44%
22,548
+101
70
$994K 0.44%
30,256
+526
71
$987K 0.44%
80,639
+15,465
72
$955K 0.42%
5,015
+516
73
$952K 0.42%
7,177
+852
74
$939K 0.42%
6,155
75
$935K 0.42%
6,998
1 2
3
4 5