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
101
$663K 0.33%
30,177
-52
102
$650K 0.33%
7,966
103
$646K 0.33%
16,136
+997
104
$645K 0.33%
28,621
+9,223
105
$645K 0.33%
10,505
+483
106
$645K 0.33%
9,665
-637
107
$639K 0.32%
22,873
+325
108
$635K 0.32%
14,622
-18
109
$631K 0.32%
99,363
+5,301
110
$606K 0.31%
8,788
+113
111
$596K 0.3%
5,758
+77
112
$578K 0.29%
6,063
-16
113
$574K 0.29%
17,157
+841
114
$567K 0.29%
10,720
115
$557K 0.28%
7,420
116
$551K 0.28%
5,153
-93
117
$548K 0.28%
+31,755
118
$545K 0.27%
78,312
+209
119
$542K 0.27%
46,204
-6,904
120
$539K 0.27%
19,037
+3,193
121
$535K 0.27%
6,386
122
$534K 0.27%
10,234
123
$524K 0.26%
8,617
+1,692
124
$520K 0.26%
9,995
+626
125
$501K 0.25%
5,484
3 4
5
6 7