PVWM
Point View Wealth Management Portfolio holdings
AUM
$246M
This Quarter Return
+3.59%
1 Year Return
+10.75%
3 Year Return
+27.13%
5 Year Return
+74.51%
10 Year Return
–
AUM
$134M
AUM Growth
+$134M
(+14%)
Cap. Flow
+$3.59M
Cap. Flow
% of AUM
2.67%
Top 10 Holdings %
Top 10 Hldgs %
21.17%
Holding
199
New
12
Increased
62
Reduced
90
Closed
9
Top Buys
| 1 |
MCR
MFS Charter Income Trust
MCR
|
$648K |
| 2 |
Helmerich & Payne
HP
|
$494K |
| 3 |
Nuveen New Jersey Quality Municipal Income Fund
NXJ
|
$403K |
| 4 |
BHI
Baker Hughes
BHI
|
$381K |
| 5 |
Deere & Co
DE
|
$348K |
Top Sells
| 1 |
Applied Materials
AMAT
|
$330K |
| 2 |
Halliburton
HAL
|
$299K |
| 3 |
IFN
India Fund
IFN
|
$239K |
| 4 |
HSBC
HSBC
|
$208K |
| 5 |
Newmont
NEM
|
$201K |
Sector Composition
| 1 | Technology | 15.88% |
| 2 | Financials | 11.05% |
| 3 | Healthcare | 10.71% |
| 4 | Communication Services | 9.65% |
| 5 | Consumer Discretionary | 8.35% |
