PVWM

Point View Wealth Management Portfolio holdings

AUM $246M
1-Year Est. Return 10.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$4.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$350K
3
+$299K
4
NXJ icon
Nuveen New Jersey Quality Municipal Income Fund
NXJ
+$259K
5
FE icon
FirstEnergy
FE
+$251K

Top Sells

1
+$785K
2
+$289K
3
+$207K
4
TSN icon
Tyson Foods
TSN
+$180K
5
FLG
Flagstar Bank National Association
FLG
+$178K

Sector Composition

1 Technology 13.4%
2 Financials 12.06%
3 Healthcare 11.96%
4 Energy 10.21%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-3,526
177
– –
-11,890
178
– –
-51,102
179
– –
-13,780
180
– –
-1,565
181
– –
-17,613
182
– –
-14,062
183
– –
-11,059
4 5 6 7
8