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
$198M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$852K
3
+$699K
4
HAL icon
Halliburton
HAL
+$623K
5
HBI
Hanesbrands
HBI
+$576K

Top Sells

1
+$1M
2
+$833K
3
+$726K
4
MXF
Mexico Fund
MXF
+$716K
5
EMI
Eaton Vance Michigan Municipal Income Trust
EMI
+$483K

Sector Composition

1 Healthcare 12.42%
2 Technology 12.35%
3 Financials 10.57%
4 Industrials 10.39%
5 Energy 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$236K 0.12%
1,580
-40
202
$225K 0.11%
4,328
203
$222K 0.11%
6,510
204
$222K 0.11%
1,944
205
$222K 0.11%
5,046
-65
206
$219K 0.11%
5,737
+62
207
$218K 0.11%
13,193
208
$218K 0.11%
12,645
-87
209
$216K 0.11%
18,266
+638
210
$215K 0.11%
2,273
211
$214K 0.11%
7,095
-159
212
$214K 0.11%
1,207
213
$214K 0.11%
8,328
-906
214
$212K 0.11%
+10,592
215
$212K 0.11%
+25,398
216
$210K 0.11%
2,899
217
$206K 0.1%
5,549
+690
218
$204K 0.1%
816
219
$202K 0.1%
16,521
-1,734
220
$202K 0.1%
3,901
221
$200K 0.1%
17,777
-3,075
222
$182K 0.09%
17,650
-1,190
223
$182K 0.09%
26,195
+4,412
224
$178K 0.09%
10,191
225
$174K 0.09%
10,264
7 8
9
10 11