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
126
$600K 0.28%
6,042
-333
127
$577K 0.27%
5,018
-517
128
$573K 0.27%
10,369
-754
129
$570K 0.27%
16,842
-1,234
130
$570K 0.27%
6,292
131
$535K 0.25%
5,285
-35
132
$531K 0.25%
5,074
133
$519K 0.25%
11,979
134
$519K 0.25%
2,621
-397
135
$514K 0.24%
9,472
-901
136
$511K 0.24%
10,456
+1,023
137
$507K 0.24%
32,171
-1,020
138
$503K 0.24%
7,620
-77
139
$501K 0.24%
6,175
140
$493K 0.23%
35,022
-1,618
141
$486K 0.23%
5,027
-23
142
$471K 0.22%
5,862
-415
143
$461K 0.22%
6,836
144
$452K 0.21%
84,831
-2,935
145
$444K 0.21%
4,458
+386
146
$440K 0.21%
5,358
-517
147
$427K 0.2%
8,539
-478
148
$427K 0.2%
20,096
-3,194
149
$418K 0.2%
6,270
-189
150
$413K 0.2%
5,245
-63
4 5
6
7 8