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
101
$727K 0.35%
6,503
-586
102
$726K 0.35%
10,019
+209
103
$721K 0.35%
56,700
-2,844
104
$716K 0.34%
58,407
-488
105
$715K 0.34%
97,875
+12,229
106
$710K 0.34%
13,495
-204
107
$681K 0.33%
10,482
+174
108
$679K 0.33%
56,119
-1,906
109
$676K 0.32%
19,343
110
$674K 0.32%
9,369
-41
111
$673K 0.32%
19,866
-1,954
112
$672K 0.32%
10,330
113
$659K 0.32%
35,490
114
$654K 0.31%
8,485
-25
115
$652K 0.31%
3,449
-106
116
$623K 0.3%
17,148
-530
117
$603K 0.29%
48,997
+1,725
118
$596K 0.29%
14,282
+147
119
$591K 0.28%
10,239
-130
120
$579K 0.28%
14,056
-747
121
$578K 0.28%
12,316
+1,860
122
$569K 0.27%
6,095
+53
123
$567K 0.27%
33,743
-300
124
$558K 0.27%
8,521
-951
125
$558K 0.27%
13,921
-1,340
3 4
5
6 7