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
126
$576K 0.26%
5,484
-171
127
$569K 0.25%
6,386
-133
128
$559K 0.25%
7,501
-137
129
$556K 0.25%
9,369
130
$549K 0.24%
16,316
-274
131
$549K 0.24%
4,867
-74
132
$547K 0.24%
53,619
-2,858
133
$544K 0.24%
2,559
134
$534K 0.24%
54,025
135
$532K 0.24%
32,000
136
$531K 0.24%
31,393
-1,217
137
$527K 0.23%
6,595
-33
138
$520K 0.23%
10,354
+648
139
$513K 0.23%
92,822
140
$509K 0.23%
13,909
+295
141
$501K 0.22%
4,359
-141
142
$499K 0.22%
5,052
-14
143
$493K 0.22%
5,209
144
$491K 0.22%
5,585
+39
145
$488K 0.22%
26,476
-1,437
146
$483K 0.21%
38,845
-1,309
147
$477K 0.21%
6,925
+1,726
148
$476K 0.21%
5,011
149
$464K 0.21%
15,844
+4,019
150
$457K 0.2%
9,596
-109
4 5
6
7 8