PVWM
Point View Wealth Management Portfolio holdings
AUM
$246M
1-Year Return
10.75%
This Quarter Return
+4.49%
1 Year Return
+10.75%
3 Year Return
+27.13%
5 Year Return
+74.51%
10 Year Return
–
AUM
$138M
AUM Growth
+$13.2M
(+11%)
Cap. Flow
+$9.56M
Cap. Flow
% of AUM
6.91%
Top 10 Holdings %
Top 10 Hldgs %
17.05%
Holding
228
New
25
Increased
68
Reduced
88
Closed
12
Top Buys
| 1 |
Citigroup
C
|
$1.17M |
| 2 |
Hewlett Packard
HPE
|
$806K |
| 3 |
CSRA
CSRA Inc.
CSRA
|
$761K |
| 4 |
Walmart
WMT
|
$618K |
| 5 |
ERC
Allspring Multi-Sector Income Fund
ERC
|
$566K |
Top Sells
| 1 |
CSC
Computer Sciences
CSC
|
$1.19M |
| 2 |
HP
HPQ
|
$698K |
| 3 |
TRF
TEMPLETON RUSSIA & EAST EURO FD
TRF
|
$269K |
| 4 |
Devon Energy
DVN
|
$244K |
| 5 |
Eli Lilly
LLY
|
$203K |
Sector Composition
| 1 | Technology | 11.43% |
| 2 | Healthcare | 11.34% |
| 3 | Financials | 11.3% |
| 4 | Consumer Staples | 10.58% |
| 5 | Energy | 9.28% |
