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
101
$765K 0.34%
13,919
-33
102
$756K 0.34%
50,970
-7,146
103
$751K 0.33%
19,440
+3
104
$744K 0.33%
5,251
105
$743K 0.33%
7,420
106
$736K 0.33%
11,961
+2,452
107
$727K 0.32%
30,229
108
$726K 0.32%
65,395
+7,758
109
$716K 0.32%
+43,957
110
$714K 0.32%
15,519
+3,705
111
$711K 0.32%
78,103
-1,043
112
$706K 0.31%
20,864
+2,353
113
$685K 0.3%
3,907
114
$670K 0.3%
16,530
+4,597
115
$668K 0.3%
105,241
-1,531
116
$659K 0.29%
10,234
-252
117
$654K 0.29%
14,640
+1,104
118
$650K 0.29%
15,139
-98
119
$647K 0.29%
6,079
-16
120
$645K 0.29%
94,062
-2,610
121
$640K 0.28%
8,675
+443
122
$632K 0.28%
12,567
-366
123
$626K 0.28%
53,108
-1,911
124
$623K 0.28%
5,246
-220
125
$621K 0.28%
14,026
+4,850
3 4
5
6 7