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
$129M
AUM Growth
-$638K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$566K
2
+$447K
3
+$357K
4
CEE
Central and Eastern Europe Fund
CEE
+$309K
5
GCI
Gannett Co., Inc
GCI
+$292K

Top Sells

1
+$580K
2
+$415K
3
+$407K
4
CAT icon
Caterpillar
CAT
+$335K
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$248K

Sector Composition

1 Financials 12.41%
2 Healthcare 11.97%
3 Technology 11.71%
4 Energy 9.9%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$188K 0.15%
11,659
-636
177
$187K 0.15%
28,143
+597
178
$184K 0.14%
20,668
179
$182K 0.14%
25,752
-373
180
$177K 0.14%
20,810
+3,762
181
$164K 0.13%
5,863
182
$164K 0.13%
+73
183
$159K 0.12%
+12,525
184
$145K 0.11%
+31,166
185
$134K 0.1%
10,746
-2,021
186
$123K 0.1%
13,642
-1,498
187
$122K 0.09%
18,264
188
$120K 0.09%
51,728
+9,373
189
$111K 0.09%
5,376
+637
190
$110K 0.09%
16,959
-101
191
$107K 0.08%
+11,950
192
$96K 0.07%
+32,026
193
$86K 0.07%
+43,151
194
$85K 0.07%
23,531
195
$84K 0.07%
13,758
196
$62K 0.05%
10,375
-23
197
$11K 0.01%
+10,020
198
$6K ﹤0.01%
+12,811
199
– –
-2,545
200
– –
-596
5 6 7
8
9