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
$198M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$852K
3
+$699K
4
HAL icon
Halliburton
HAL
+$623K
5
HBI
Hanesbrands
HBI
+$576K

Top Sells

1
+$1M
2
+$833K
3
+$726K
4
MXF
Mexico Fund
MXF
+$716K
5
EMI
Eaton Vance Michigan Municipal Income Trust
EMI
+$483K

Sector Composition

1 Healthcare 12.42%
2 Technology 12.35%
3 Financials 10.57%
4 Industrials 10.39%
5 Energy 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$299K 0.15%
5,465
+680
177
$289K 0.15%
11,018
+1,422
178
$287K 0.14%
9,498
-149
179
$284K 0.14%
2,168
180
$281K 0.14%
26,551
-272
181
$277K 0.14%
6,137
182
$275K 0.14%
4,154
183
$274K 0.14%
19,609
184
$273K 0.14%
6,005
+103
185
$272K 0.14%
2,482
186
$272K 0.14%
16,821
187
$266K 0.13%
34,748
-5,987
188
$264K 0.13%
26,980
+1,911
189
$262K 0.13%
6,086
190
$262K 0.13%
2,268
191
$259K 0.13%
39,899
192
$258K 0.13%
1,520
193
$256K 0.13%
4,083
194
$255K 0.13%
1,585
-57
195
$250K 0.13%
1,894
-82
196
$247K 0.12%
29,702
197
$244K 0.12%
4,391
+354
198
$243K 0.12%
8,187
+1,076
199
$240K 0.12%
5,512
-204
200
$239K 0.12%
11,110
6 7
8
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