FVWA
Foster Victor Wealth Advisors Portfolio holdings
AUM
$1.61B
1-Year Est. Return
12.89%
1 Year Est. Return
+12.89%
AUM
$1.61B
AUM Growth
+$132M
(+8.9%)
Holding
229
Top Buys
| 1 | +$15.2M | |
| 2 | +$13.5M | |
| 3 | +$4.61M | |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$3.94M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$3.81M |
Top Sells
| 1 | +$10.8M | |
| 2 | +$10.7M | |
| 3 | +$6.78M | |
| 4 |
Lam Research
LRCX
|
+$6.54M |
| 5 |
Cognex
CGNX
|
+$4.28M |
Sector Composition
| 1 | Technology | 20.1% |
| 2 | Financials | 12.75% |
| 3 | Healthcare | 12.42% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Industrials | 7.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$635M
| – | – |
-78,342
|
|
||
227
Fluor
FLR
$6.92B
| – | – |
-4,177
|
|
||
228
iShares International Select Dividend ETF
IDV
$6.36B
| – | – |
-6,507
|
|
||
229
iShares Core MSCI Total International Stock ETF
IXUS
$51.1B
| – | – |
-49,554
|
|