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
$129M
AUM Growth
-$638K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$593K
2
+$526K
3
+$380K
4
CEE
Central and Eastern Europe Fund
CEE
+$331K
5
BHP icon
BHP
BHP
+$304K

Top Sells

1
+$580K
2
+$415K
3
+$407K
4
CAT icon
Caterpillar
CAT
+$335K
5
TGNA
TEGNA Inc
TGNA
+$324K

Sector Composition

1 Financials 12.41%
2 Healthcare 11.97%
3 Technology 11.59%
4 Energy 9.9%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-596
202
– –
-4,185
203
– –
-1,888
204
– –
-11,607
205
– –
-2,377
206
– –
-2,209
207
– –
-2,564
208
– –
-10,999
209
– –
-2,400
5 6 7 8
9