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
$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%
7,925
-871
177
$335K 0.15%
39,899
178
$334K 0.15%
7,101
179
$329K 0.15%
29,702
180
$327K 0.15%
2,168
-56
181
$327K 0.15%
12,732
+97
182
$325K 0.14%
4,664
-99
183
$316K 0.14%
6,137
184
$315K 0.14%
1,976
185
$310K 0.14%
5,902
+549
186
$309K 0.14%
25,608
-3,931
187
$308K 0.14%
+16,953
188
$307K 0.14%
11,110
189
$304K 0.14%
22,647
-2,703
190
$304K 0.14%
21,783
-2,872
191
$304K 0.14%
6,614
+131
192
$302K 0.13%
26,823
+2,779
193
$299K 0.13%
4,083
-86
194
$297K 0.13%
1,520
195
$294K 0.13%
13,193
+290
196
$292K 0.13%
1,620
197
$290K 0.13%
2,482
+203
198
$286K 0.13%
+19,609
199
$281K 0.12%
12,072
-4,899
200
$277K 0.12%
9,186
-350
6 7
8
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