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
76
$621K 0.48%
24,814
+3,017
77
$620K 0.48%
9,196
-65
78
$617K 0.48%
12,451
+2,114
79
$616K 0.48%
9,985
+1,069
80
$605K 0.47%
6,205
-386
81
$593K 0.46%
17,791
+1,821
82
$588K 0.46%
4,614
+330
83
$584K 0.45%
65,189
-17,212
84
$581K 0.45%
5,488
-312
85
$575K 0.45%
18,058
86
$565K 0.44%
6,902
+2,738
87
$537K 0.42%
8,573
-896
88
$535K 0.42%
6,114
-92
89
$530K 0.41%
42,903
+2,943
90
$526K 0.41%
16,760
+4,684
91
$520K 0.4%
8,040
+1,352
92
$505K 0.39%
47,399
+20
93
$494K 0.38%
4,257
94
$490K 0.38%
53,164
-5,847
95
$473K 0.37%
14,597
-468
96
$468K 0.36%
5,815
+54
97
$462K 0.36%
30,174
-1,149
98
$460K 0.36%
6,594
-208
99
$453K 0.35%
13,878
100
$447K 0.35%
+23,467
2 3
4
5 6