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
1
$4.21M 2%
49,169
-2,145
2
$3.67M 1.74%
45,326
-1,292
3
$3.61M 1.71%
43,173
+427
4
$3.59M 1.71%
22,963
-906
5
$3.38M 1.61%
11,028
-175
6
$3.36M 1.6%
26,866
-614
7
$3.14M 1.49%
274,760
-783
8
$3.07M 1.46%
89,310
-1,634
9
$2.93M 1.39%
13,013
-629
10
$2.85M 1.35%
44,164
-3,105
11
$2.66M 1.26%
24,862
-180
12
$2.46M 1.17%
30,005
-733
13
$2.43M 1.15%
32,688
-476
14
$2.32M 1.1%
45,882
+143
15
$2.3M 1.09%
15,654
+88
16
$2.28M 1.08%
77,651
-159
17
$2.25M 1.07%
68,295
-3,237
18
$2.11M 1%
39,359
-675
19
$2.09M 0.99%
184,717
-3,826
20
$2.08M 0.98%
53,926
-2,405
21
$2.01M 0.95%
52,472
-2,662
22
$1.99M 0.94%
36,198
+1,097
23
$1.89M 0.9%
6,405
-238
24
$1.89M 0.9%
13,924
-91
25
$1.88M 0.89%
66,828
-3,306
1
2 3 4 5