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
$211M
AUM Growth
+$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$268K
2
+$251K
3
+$238K
4
ETFC
E*Trade Financial Corporation
ETFC
+$225K
5
TEL icon
TE Connectivity
TEL
+$223K

Top Sells

1
+$1.4M
2
+$677K
3
+$581K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$568K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$462K

Sector Composition

1 Technology 12.62%
2 Financials 12.02%
3 Industrials 10.52%
4 Energy 10.51%
5 Healthcare 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$250K 0.12%
6,629
-2,552
202
$248K 0.12%
3,901
-98
203
$247K 0.12%
2,106
204
$247K 0.12%
6,080
-1,468
205
$247K 0.12%
2,363
-158
206
$242K 0.11%
18,778
207
$239K 0.11%
5,883
-647
208
$238K 0.11%
+3,535
209
$235K 0.11%
1,944
-1
210
$235K 0.11%
1,620
211
$231K 0.11%
10,525
+579
212
$225K 0.11%
+4,538
213
$225K 0.11%
18,912
214
$224K 0.11%
4,346
215
$223K 0.11%
+2,349
216
$219K 0.1%
1,239
-29
217
$217K 0.1%
+4,320
218
$216K 0.1%
16,456
219
$216K 0.1%
+4,693
220
$215K 0.1%
5,512
221
$215K 0.1%
3,084
-28
222
$214K 0.1%
3,651
-236
223
$213K 0.1%
+1,075
224
$213K 0.1%
5,789
-1,218
225
$210K 0.1%
11,324
7 8
9
10 11