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
151
$274K 0.21%
3,354
-2,100
152
$273K 0.21%
+7,519
153
$273K 0.21%
9,876
154
$271K 0.21%
4,864
+100
155
$269K 0.21%
11,531
-130
156
$264K 0.2%
+10,257
157
$252K 0.2%
15,193
158
$252K 0.2%
2,822
159
$248K 0.19%
9,350
+136
160
$237K 0.18%
5,505
+146
161
$228K 0.18%
70,683
-3,895
162
$225K 0.17%
3,950
-1,655
163
$222K 0.17%
23,647
164
$220K 0.17%
7,473
-804
165
$220K 0.17%
+2,631
166
$214K 0.17%
20,575
167
$212K 0.16%
5,298
+313
168
$210K 0.16%
+14,100
169
$204K 0.16%
10,772
-172
170
$204K 0.16%
+8,897
171
$203K 0.16%
10,295
172
$203K 0.16%
15,162
+456
173
$201K 0.16%
3,184
174
$197K 0.15%
15,011
-1,944
175
$192K 0.15%
10,461
-171
5 6
7
8 9