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
126
$495K 0.25%
7,469
-32
127
$480K 0.24%
5,209
128
$480K 0.24%
8,137
+1,542
129
$466K 0.24%
9,760
-594
130
$462K 0.23%
+40,859
131
$461K 0.23%
30,040
-1,353
132
$460K 0.23%
3,932
+25
133
$457K 0.23%
89,317
-3,505
134
$447K 0.23%
21,709
-8,445
135
$442K 0.22%
2,546
-13
136
$438K 0.22%
9,162
-121
137
$429K 0.22%
512
138
$424K 0.21%
12,567
139
$421K 0.21%
5,094
+42
140
$421K 0.21%
3,731
-628
141
$419K 0.21%
4,867
142
$412K 0.21%
16,667
+4,981
143
$406K 0.2%
6,974
+600
144
$405K 0.2%
5,664
+391
145
$398K 0.2%
6,798
+1,764
146
$395K 0.2%
14,433
+524
147
$390K 0.2%
67,978
+13,953
148
$385K 0.19%
8,537
149
$383K 0.19%
5,068
+57
150
$383K 0.19%
5,720
+135
4 5
6
7 8