PVWM

Point View Wealth Management Portfolio holdings

AUM $246M
1-Year Est. Return 10.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$9.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$716K
2
+$308K
3
+$286K
4
CAH icon
Cardinal Health
CAH
+$268K
5
EVJ
Eaton Vance New Jersey Municipal Income Trust
EVJ
+$267K

Top Sells

1
+$201K
2
+$120K
3
+$118K
4
MRO
Marathon Oil Corporation
MRO
+$114K
5
EXD
Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD
+$113K

Sector Composition

1 Technology 13.44%
2 Healthcare 11.53%
3 Energy 10.94%
4 Financials 10.87%
5 Industrials 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$335K 0.15%
39,899
177
$334K 0.15%
7,101
178
$329K 0.15%
29,702
179
$327K 0.15%
2,168
-56
180
$327K 0.15%
12,732
+97
181
$325K 0.14%
4,664
-99
182
$316K 0.14%
6,137
183
$315K 0.14%
1,976
184
$310K 0.14%
5,902
+549
185
$309K 0.14%
25,608
-3,931
186
$308K 0.14%
+16,953
187
$307K 0.14%
11,110
188
$304K 0.14%
21,783
-2,872
189
$304K 0.14%
6,614
+131
190
$304K 0.14%
22,647
-2,703
191
$302K 0.13%
26,823
+2,779
192
$299K 0.13%
4,083
-86
193
$297K 0.13%
1,520
194
$294K 0.13%
13,193
+290
195
$292K 0.13%
1,620
196
$290K 0.13%
2,482
+203
197
$286K 0.13%
+19,609
198
$281K 0.12%
12,072
-4,899
199
$277K 0.12%
9,186
-350
200
$274K 0.12%
7,254
+17
6 7
8
9 10