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
76
$917K 0.41%
3,191
-126
77
$911K 0.41%
4,449
78
$909K 0.4%
15,068
-508
79
$896K 0.4%
17,039
+169
80
$892K 0.4%
69,455
+1,953
81
$884K 0.39%
19,568
-43
82
$878K 0.39%
28,234
+1,450
83
$876K 0.39%
35,499
-96
84
$869K 0.39%
17,039
+57
85
$851K 0.38%
10,720
-313
86
$840K 0.37%
10,302
-272
87
$834K 0.37%
15,286
-106
88
$833K 0.37%
18,873
-571
89
$828K 0.37%
10,724
+772
90
$827K 0.37%
10,050
-61
91
$824K 0.37%
10,022
92
$807K 0.36%
7,966
-202
93
$800K 0.36%
72,197
-5,324
94
$795K 0.35%
20,103
+760
95
$795K 0.35%
30,154
-1,112
96
$781K 0.35%
5,681
-54
97
$780K 0.35%
10,098
+229
98
$777K 0.35%
10,084
-13
99
$776K 0.35%
3,462
-57
100
$775K 0.34%
19,398
+2,166
2 3
4
5 6