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
51
$1.21M 0.61%
30,666
-356
52
$1.18M 0.6%
66,461
+13,679
53
$1.16M 0.59%
19,481
+28
54
$1.16M 0.58%
9,111
+2,956
55
$1.15M 0.58%
10,377
+3,200
56
$1.13M 0.57%
73,072
+227
57
$1.09M 0.55%
8,651
-105
58
$1.08M 0.54%
175,301
+33,639
59
$1.07M 0.54%
44,970
+29,451
60
$1.06M 0.54%
39,952
+23,422
61
$1.02M 0.52%
5,385
+323
62
$1.02M 0.51%
28,216
-560
63
$1.02M 0.51%
5,929
-16
64
$1.01M 0.51%
24,568
-179
65
$1M 0.51%
89,887
+9,248
66
$1M 0.5%
10,076
+276
67
$999K 0.5%
136,330
-4,567
68
$987K 0.5%
20,971
-67
69
$985K 0.5%
72,756
+559
70
$970K 0.49%
17,280
+5,319
71
$906K 0.46%
68,569
+3,969
72
$904K 0.46%
6,998
73
$900K 0.45%
48,723
-378
74
$876K 0.44%
17,727
+2,659
75
$870K 0.44%
14,757
-529
1 2
3
4 5