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 icon
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
1
$4.71M 2.38%
46,407
-1,292
2
$3.74M 1.89%
90,287
+604
3
$3.22M 1.62%
47,184
+932
4
$3.21M 1.62%
21,545
-65
5
$3.15M 1.59%
12,006
-104
6
$2.81M 1.42%
25,864
+79
7
$2.64M 1.33%
36,160
-2,522
8
$2.55M 1.28%
250,803
-5,895
9
$2.47M 1.24%
260,628
+29,882
10
$2.4M 1.21%
44,908
+1,427
11
$2.35M 1.19%
9,611
-53
12
$2.31M 1.16%
23,642
+99
13
$2.22M 1.12%
153,765
-3,562
14
$2.14M 1.08%
58,207
+3,274
15
$2.12M 1.07%
34,034
+6
16
$2.11M 1.07%
56,261
-1,168
17
$2.06M 1.04%
47,504
-373
18
$2.04M 1.03%
65,829
-618
19
$2.03M 1.02%
63,147
-512
20
$2.03M 1.02%
42,333
-84
21
$2M 1.01%
6,207
-7
22
$1.95M 0.99%
155,895
+45,943
23
$1.95M 0.98%
37,430
+2,050
24
$1.94M 0.98%
41,342
+1,268
25
$1.9M 0.96%
17,493
+552
1
2 3 4 5