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
151
$412K 0.2%
7,513
152
$410K 0.19%
13,212
-1,806
153
$409K 0.19%
21,554
+3,135
154
$396K 0.19%
8,929
+856
155
$391K 0.19%
10,244
-608
156
$377K 0.18%
10,039
+2,062
157
$367K 0.17%
2,735
158
$364K 0.17%
512
159
$362K 0.17%
8,751
+385
160
$360K 0.17%
39,899
161
$354K 0.17%
2,100
-166
162
$352K 0.17%
20,202
-1,157
163
$351K 0.17%
29,702
164
$347K 0.16%
5,082
-570
165
$344K 0.16%
24,443
-224
166
$344K 0.16%
1,833
167
$335K 0.16%
7,299
+100
168
$333K 0.16%
9,257
-437
169
$332K 0.16%
7,556
-1,004
170
$330K 0.16%
28,002
171
$327K 0.16%
4,698
+1
172
$326K 0.15%
11,289
-539
173
$322K 0.15%
2,555
174
$317K 0.15%
9,283
175
$316K 0.15%
9,886
5 6
7
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