FVWA
Foster Victor Wealth Advisors Portfolio holdings
AUM
$1.75B
1-Year Est. Return
18.07%
This Fund
S&P 500
1 Year Est. Return
+18.07%
AUM
$1.75B
AUM Growth
+$33.2M
(+1.9%)
Holding
254
Top Buys
| 1 | +$358M | |
| 2 | +$12.9M | |
| 3 | +$12.7M | |
| 4 |
Apple
AAPL
|
+$11.6M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$10.4M |
Top Sells
| 1 | +$20.5M | |
| 2 | +$16.6M | |
| 3 | +$10.6M | |
| 4 |
S&P Global
SPGI
|
+$9.86M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$9.77M |
Sector Composition
| 1 | Technology | 17.84% |
| 2 | Healthcare | 12.74% |
| 3 | Financials | 11.52% |
| 4 | Industrials | 8.45% |
| 5 | Energy | 8.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Nike
NKE
$68.5B
| – | – |
-163,891
|
|
||
252
Roper Technologies
ROP
$32.9B
| – | – |
-17,384
|
|
||
253
iShares 20+ Year Treasury Bond ETF
TLT
$43.7B
| – | – |
-2,880
|
|
||
|
OKLO
254
Oklo
OKLO
$11.6B
| – | – |
-8,952
|
|