PVWM
Point View Wealth Management Portfolio holdings
AUM
$246M
1-Year Return
10.75%
This Quarter Return
+3.98%
1 Year Return
+10.75%
3 Year Return
+27.13%
5 Year Return
+74.51%
10 Year Return
–
AUM
$225M
AUM Growth
+$9.53M
(+4.4%)
Cap. Flow
+$5.24M
Cap. Flow
% of AUM
2.33%
Top 10 Holdings %
Top 10 Hldgs %
15.27%
Holding
278
New
19
Increased
84
Reduced
110
Closed
8
Top Buys
| 1 |
MXF
Mexico Fund
MXF
|
$716K |
| 2 |
Invesco Financial Preferred ETF
PGF
|
$308K |
| 3 |
Nuveen AMT-Free Municipal Credit Income Fund
NVG
|
$286K |
| 4 |
Cardinal Health
CAH
|
$268K |
| 5 |
EVJ
Eaton Vance New Jersey Municipal Income Trust
EVJ
|
$267K |
Top Sells
| 1 |
Quest Diagnostics
DGX
|
$201K |
| 2 |
BP
BP
|
$120K |
| 3 |
Elevance Health
ELV
|
$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% |
