FVWA
Foster Victor Wealth Advisors Portfolio holdings
AUM
$1.72B
1-Year Est. Return
16.57%
This Fund
S&P 500
1 Year Est. Return
+16.57%
AUM
$1.61B
AUM Growth
+$132M
(+8.9%)
Holding
229
Top Buys
| 1 | +$13.8M | |
| 2 | +$13.1M | |
| 3 | +$4.42M | |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$3.73M |
| 5 |
Oneok
OKE
|
+$3.64M |
Top Sells
| 1 | +$10.7M | |
| 2 | +$8.97M | |
| 3 | +$5.79M | |
| 4 |
Lam Research
LRCX
|
+$4.75M |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$3.85M |
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
Opendoor
OPEN
$4.93B
| – | – |
0
|
|
||
227
Pinnacle Financial Partners Inc
PNFP
$12.7B
| – | – |
-1,875
|
|
||
228
Vanguard International Dividend Appreciation ETF
VIGI
$8.44B
| – | – |
-42,268
|
|
||
229
Vanguard Mid-Cap Value ETF
VOE
$21.3B
| – | – |
-1,409
|
|