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
126
$338K 0.26%
37,385
-2,533
127
$337K 0.26%
13,359
-720
128
$332K 0.26%
12,919
-591
129
$329K 0.26%
55,808
+12,975
130
$328K 0.25%
30,123
-351
131
$326K 0.25%
10,480
132
$326K 0.25%
9,258
+110
133
$325K 0.25%
5,803
-85
134
$313K 0.24%
51,553
+2,133
135
$309K 0.24%
+14,825
136
$305K 0.24%
7,557
-50
137
$304K 0.24%
9,446
138
$303K 0.24%
41,951
139
$302K 0.23%
17,542
140
$301K 0.23%
29,930
-2,013
141
$297K 0.23%
6,923
-64
142
$296K 0.23%
68,098
-1,019
143
$292K 0.23%
+20,845
144
$292K 0.23%
4,448
145
$289K 0.22%
+4,280
146
$287K 0.22%
21,134
147
$287K 0.22%
5,836
-585
148
$282K 0.22%
+6,851
149
$280K 0.22%
41,349
150
$278K 0.22%
3,164
+25
4 5
6
7 8