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
126
$539K 0.26%
19,417
-779
127
$533K 0.26%
+4,539
128
$532K 0.26%
2,559
-62
129
$531K 0.25%
+92,110
130
$531K 0.25%
56,728
-8,156
131
$510K 0.24%
+41,634
132
$507K 0.24%
5,359
+332
133
$500K 0.24%
34,730
-3,581
134
$499K 0.24%
44,991
-3,093
135
$491K 0.24%
6,523
+1,165
136
$485K 0.23%
6,628
-992
137
$481K 0.23%
5,075
+1
138
$480K 0.23%
5,000
-285
139
$475K 0.23%
6,836
140
$453K 0.22%
9,274
+345
141
$452K 0.22%
5,708
-154
142
$443K 0.21%
4,623
+165
143
$442K 0.21%
12,732
+753
144
$441K 0.21%
+10,050
145
$439K 0.21%
2,033
+200
146
$435K 0.21%
1,907
-2,389
147
$431K 0.21%
30,479
-224
148
$422K 0.2%
13,287
+4,536
149
$422K 0.2%
6,616
+346
150
$413K 0.2%
79,006
-5,825
4 5
6
7 8