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
76
$867K 0.44%
11,570
-55
77
$857K 0.43%
33,986
+3,730
78
$838K 0.42%
7,768
-51
79
$835K 0.42%
21,176
-3,216
80
$826K 0.42%
17,039
81
$818K 0.41%
15,665
+1,746
82
$799K 0.4%
19,568
83
$797K 0.4%
28,537
-94
84
$786K 0.4%
12,573
+1,849
85
$779K 0.39%
10,131
+33
86
$765K 0.39%
25,105
+11,079
87
$762K 0.38%
5,698
+683
88
$761K 0.38%
20,046
-57
89
$753K 0.38%
3,126
-65
90
$741K 0.37%
5,223
-28
91
$739K 0.37%
108,116
+2,875
92
$738K 0.37%
16,015
-1,024
93
$737K 0.37%
57,887
-11,568
94
$734K 0.37%
35,457
-42
95
$702K 0.35%
29,904
+1,670
96
$699K 0.35%
4,449
97
$694K 0.35%
32,278
+11,414
98
$677K 0.34%
10,050
99
$665K 0.34%
50,381
-589
100
$664K 0.33%
10,084
2 3
4
5 6