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
76
$890K 0.43%
17,263
-284
77
$886K 0.43%
3,519
+157
78
$876K 0.42%
6,215
+585
79
$876K 0.42%
32,000
-803
80
$849K 0.41%
5,062
-33
81
$846K 0.41%
8,168
-113
82
$838K 0.4%
105,051
-761
83
$837K 0.4%
5,465
-31
84
$817K 0.39%
51,324
+2,069
85
$808K 0.39%
30,610
-632
86
$801K 0.38%
16,426
-416
87
$795K 0.38%
12,301
+2,762
88
$788K 0.38%
10,246
+146
89
$775K 0.37%
30,229
-746
90
$775K 0.37%
13,952
+712
91
$772K 0.37%
11,033
-599
92
$745K 0.36%
58,808
+2,217
93
$743K 0.36%
5,762
-248
94
$737K 0.35%
37,736
+10,065
95
$737K 0.35%
31,375
96
$735K 0.35%
80,458
-6,612
97
$734K 0.35%
9,738
+405
98
$733K 0.35%
5,416
-15
99
$730K 0.35%
17,396
+408
100
$730K 0.35%
4,338
-58
2 3
4
5 6