FVWA

Foster Victor Wealth Advisors Portfolio holdings

AUM $1.61B
1-Year Est. Return 12.89%
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.69M
3
+$1.6M
4
AVGO icon
Broadcom
AVGO
+$1.58M
5
GPC icon
Genuine Parts
GPC
+$1.52M

Top Sells

1
+$1.12M
2
+$302K
3
+$297K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$208K
5
PRU icon
Prudential Financial
PRU
+$207K

Sector Composition

1 Consumer Discretionary 6.91%
2 Technology 6.07%
3 Healthcare 5.53%
4 Consumer Staples 5.07%
5 Financials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 1.17%
1,074
+567
27
$1.94M 1.08%
45,936
+27,217
28
$1.93M 1.08%
13,092
+5,480
29
$1.85M 1.03%
108,396
+17,080
30
$1.85M 1.03%
158,394
+102,006
31
$1.82M 1.01%
16,799
+7,743
32
$1.7M 0.95%
32,768
+28,176
33
$1.67M 0.93%
47,333
+40,762
34
$1.66M 0.92%
32,144
+16,405
35
$1.66M 0.92%
15,338
+6,672
36
$1.64M 0.91%
17,497
+7,917
37
$1.46M 0.81%
3,445
+1,408
38
$1.39M 0.77%
40,810
+20,686
39
$1.29M 0.72%
10,526
+2,723
40
$1.15M 0.64%
17,363
+8,457
41
$1.13M 0.63%
32,494
+10,750
42
$1.11M 0.62%
13,713
+5,254
43
$1.07M 0.6%
7,759
+3,082
44
$1M 0.56%
15,563
+7,390
45
$989K 0.55%
16,423
+6,640
46
$969K 0.54%
12,555
+4,367
47
$969K 0.54%
15,652
+5,421
48
$942K 0.52%
19,305
+8,029
49
$900K 0.5%
7,786
+2,585
50
$865K 0.48%
15,866
+6,466
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