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
$208M
AUM Growth
-$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.19M
3
+$533K
4
MMT
MFS Multimarket Income Trust
MMT
+$531K
5
EMI
Eaton Vance Michigan Municipal Income Trust
EMI
+$510K

Top Sells

1
+$879K
2
+$631K
3
+$577K
4
STZ icon
Constellation Brands
STZ
+$545K
5
MXF
Mexico Fund
MXF
+$507K

Sector Composition

1 Technology 13.34%
2 Financials 11.32%
3 Industrials 10.6%
4 Energy 10.12%
5 Healthcare 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$252K 0.12%
25,419
+226
202
$248K 0.12%
7,042
-445
203
$244K 0.12%
+2,576
204
$243K 0.12%
3,139
205
$239K 0.11%
+3,300
206
$239K 0.11%
6,056
-24
207
$238K 0.11%
3,901
208
$236K 0.11%
2,273
-90
209
$235K 0.11%
7,894
-297
210
$235K 0.11%
2,349
211
$231K 0.11%
+6,377
212
$230K 0.11%
18,778
213
$228K 0.11%
18,172
+1,716
214
$225K 0.11%
5,512
215
$223K 0.11%
4,983
+748
216
$222K 0.11%
6,510
+84
217
$220K 0.11%
1,620
218
$217K 0.1%
4,327
-19
219
$215K 0.1%
816
+50
220
$215K 0.1%
14,286
-336
221
$214K 0.1%
1,944
222
$214K 0.1%
3,366
+282
223
$209K 0.1%
+10,769
224
$206K 0.1%
+2,055
225
$204K 0.1%
+7,205
7 8
9
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