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
101
$719K 0.34%
16,988
-1,988
102
$719K 0.34%
4,396
-407
103
$718K 0.34%
59,544
-6,209
104
$684K 0.32%
8,510
+2
105
$679K 0.32%
3,555
-14
106
$678K 0.32%
85,646
+24,797
107
$676K 0.32%
58,895
-7,438
108
$675K 0.32%
10,100
-13
109
$671K 0.32%
19,343
-993
110
$669K 0.32%
9,333
-1,714
111
$668K 0.32%
10,330
112
$656K 0.31%
15,261
-1,430
113
$654K 0.31%
9,410
-576
114
$651K 0.31%
35,490
115
$641K 0.3%
47,272
+1,988
116
$639K 0.3%
20,196
-11,252
117
$631K 0.3%
21,097
-260
118
$626K 0.3%
14,803
+426
119
$623K 0.3%
27,671
120
$618K 0.29%
34,043
+982
121
$618K 0.29%
38,311
-5,386
122
$613K 0.29%
64,884
-1,343
123
$606K 0.29%
13,699
124
$605K 0.29%
14,135
+242
125
$601K 0.29%
48,084
-3,745
3 4
5
6 7