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
$225M
AUM Growth
+$9.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$716K
2
+$308K
3
+$286K
4
CAH icon
Cardinal Health
CAH
+$268K
5
EVJ
Eaton Vance New Jersey Municipal Income Trust
EVJ
+$267K

Top Sells

1
+$201K
2
+$120K
3
+$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$274K 0.12%
7,254
+17
202
$274K 0.12%
5,034
+414
203
$268K 0.12%
+4,958
204
$267K 0.12%
16,821
205
$267K 0.12%
+23,391
206
$264K 0.12%
5,675
-307
207
$262K 0.12%
18,840
-1,324
208
$262K 0.12%
4,297
+1,241
209
$259K 0.12%
4,037
-304
210
$256K 0.11%
25,069
+3,528
211
$249K 0.11%
7,111
-132
212
$248K 0.11%
3,901
213
$247K 0.11%
6,086
+30
214
$247K 0.11%
1,941
-53
215
$244K 0.11%
2,273
216
$243K 0.11%
+2,268
217
$239K 0.11%
5,716
+204
218
$237K 0.11%
816
219
$237K 0.11%
20,852
-3,702
220
$236K 0.1%
+8,558
221
$235K 0.1%
+1,606
222
$233K 0.1%
+9,519
223
$231K 0.1%
6,510
224
$228K 0.1%
4,328
225
$227K 0.1%
18,255
-317
7 8
9
10 11