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
151
$400K 0.19%
10,244
+205
152
$399K 0.19%
35,022
153
$397K 0.19%
7,158
+2,620
154
$379K 0.18%
21,554
155
$372K 0.18%
24,443
156
$372K 0.18%
19,898
-198
157
$370K 0.18%
2,031
-69
158
$368K 0.18%
2,735
159
$368K 0.18%
4,625
-1,667
160
$366K 0.18%
9,504
+2,456
161
$365K 0.18%
5,420
-755
162
$365K 0.18%
39,899
163
$365K 0.18%
29,702
164
$359K 0.17%
9,265
-979
165
$357K 0.17%
5,002
-243
166
$353K 0.17%
7,098
-1,441
167
$350K 0.17%
9,518
+261
168
$341K 0.16%
5,209
+127
169
$338K 0.16%
9,283
170
$332K 0.16%
512
171
$328K 0.16%
4,700
+2
172
$326K 0.16%
7,498
+199
173
$317K 0.15%
12,884
-328
174
$316K 0.15%
7,210
-346
175
$316K 0.15%
11,171
-118
5 6
7
8 9