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
101
$447K 0.35%
7,789
-1,180
102
$444K 0.34%
87,050
+381
103
$441K 0.34%
6,588
104
$435K 0.34%
8,310
105
$435K 0.34%
26,854
+2,711
106
$430K 0.33%
7,455
+195
107
$422K 0.33%
39,133
-2,455
108
$414K 0.32%
38,580
+2,436
109
$414K 0.32%
50,112
110
$414K 0.32%
10,758
+49
111
$410K 0.32%
23,427
+1,209
112
$407K 0.32%
39,637
+5,218
113
$405K 0.31%
11,119
+1,381
114
$400K 0.31%
20,804
+37
115
$386K 0.3%
5,950
+1
116
$386K 0.3%
61,603
-8,674
117
$385K 0.3%
25,063
118
$378K 0.29%
3,335
-125
119
$368K 0.29%
8,158
120
$367K 0.28%
4,685
+1,195
121
$364K 0.28%
6,122
122
$357K 0.28%
+7,402
123
$357K 0.28%
15,102
+4,269
124
$356K 0.28%
16,455
-775
125
$351K 0.27%
6,618
+49
3 4
5
6 7