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
$208M
AUM Growth
-$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.19M
3
+$533K
4
MMT
MFS Multimarket Income Trust
MMT
+$531K
5
EMI
Eaton Vance Michigan Municipal Income Trust
EMI
+$510K

Top Sells

1
+$879K
2
+$631K
3
+$577K
4
STZ icon
Constellation Brands
STZ
+$545K
5
MXF
Mexico Fund
MXF
+$507K

Sector Composition

1 Technology 13.34%
2 Financials 11.32%
3 Industrials 10.6%
4 Energy 10.12%
5 Healthcare 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$310K 0.15%
22,428
+653
177
$303K 0.15%
5,982
-1,531
178
$303K 0.15%
5,371
179
$300K 0.14%
12,903
180
$295K 0.14%
25,653
+6,741
181
$294K 0.14%
2,555
182
$294K 0.14%
15,630
183
$290K 0.14%
19,953
184
$290K 0.14%
1,520
185
$289K 0.14%
4,166
+194
186
$287K 0.14%
5,540
+440
187
$287K 0.14%
16,821
-3,381
188
$287K 0.14%
13,681
+3,156
189
$281K 0.13%
6,137
-14
190
$279K 0.13%
17,301
+798
191
$277K 0.13%
7,197
+568
192
$277K 0.13%
24,044
-3,958
193
$274K 0.13%
24,203
194
$273K 0.13%
9,783
-103
195
$270K 0.13%
1,952
196
$256K 0.12%
4,269
-35
197
$253K 0.12%
6,348
+1,655
198
$252K 0.12%
2,224
+118
199
$252K 0.12%
4,067
+657
200
$252K 0.12%
7,270
-178
6 7
8
9 10