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
76
$929K 0.44%
17,547
-300
77
$927K 0.44%
5,496
-51
78
$910K 0.43%
4,471
-14
79
$879K 0.42%
42,582
-919
80
$878K 0.42%
5,630
+620
81
$876K 0.42%
32,803
-2,436
82
$856K 0.41%
3,362
83
$853K 0.4%
45,014
-24,361
84
$846K 0.4%
31,375
-3,710
85
$840K 0.4%
6,010
-50
86
$828K 0.39%
105,812
-480
87
$808K 0.38%
31,242
+3,116
88
$798K 0.38%
9,539
+974
89
$796K 0.38%
11,632
-542
90
$793K 0.38%
5,431
-87
91
$789K 0.37%
87,070
-1,018
92
$759K 0.36%
10,308
+622
93
$755K 0.36%
30,975
-892
94
$754K 0.36%
56,591
+641
95
$738K 0.35%
9,810
+232
96
$735K 0.35%
7,089
+130
97
$733K 0.35%
13,240
98
$730K 0.35%
58,025
99
$726K 0.34%
21,820
-2,393
100
$725K 0.34%
17,678
-1,008
2 3
4
5 6