PVWM
Point View Wealth Management Portfolio holdings
AUM
$246M
1-Year Return
10.75%
This Quarter Return
+0.25%
1 Year Return
+10.75%
3 Year Return
+27.13%
5 Year Return
+74.51%
10 Year Return
–
AUM
$129M
AUM Growth
-$638K
(-0.49%)
Cap. Flow
+$643K
Cap. Flow
% of AUM
0.5%
Top 10 Holdings %
Top 10 Hldgs %
16.93%
Holding
212
New
19
Increased
75
Reduced
73
Closed
13
Top Buys
| 1 |
ERC
Allspring Multi-Sector Income Fund
ERC
|
$566K |
| 2 |
Trinity Industries
TRN
|
$447K |
| 3 |
NOV
NOV
|
$357K |
| 4 |
CEE
Central and Eastern Europe Fund
CEE
|
$309K |
| 5 |
GCI
Gannett Co., Inc
GCI
|
$292K |
Top Sells
| 1 |
McKesson
MCK
|
$580K |
| 2 |
Goldman Sachs
GS
|
$415K |
| 3 |
AutoZone
AZO
|
$407K |
| 4 |
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% |
