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
151
$436K 0.19%
2,677
-7
152
$434K 0.19%
6,374
-186
153
$425K 0.19%
9,283
154
$424K 0.19%
8,537
-294
155
$423K 0.19%
2,048
156
$420K 0.19%
5,921
-201
157
$412K 0.18%
78,318
-688
158
$411K 0.18%
4,670
-31
159
$409K 0.18%
34,226
-613
160
$398K 0.18%
9,234
-206
161
$397K 0.18%
512
162
$382K 0.17%
12,577
+46
163
$377K 0.17%
40,735
-5,861
164
$375K 0.17%
7,158
165
$374K 0.17%
11,686
+4,324
166
$371K 0.17%
5,273
167
$371K 0.17%
8,031
+224
168
$366K 0.16%
4,154
169
$364K 0.16%
18,644
+61
170
$354K 0.16%
1,642
-72
171
$351K 0.16%
4,785
-337
172
$344K 0.15%
6,854
173
$344K 0.15%
19,026
+1,960
174
$342K 0.15%
5,660
175
$341K 0.15%
9,647
-136
5 6
7
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