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
$599M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$3.33M
3
+$1.54M
4
CTXS
Citrix Systems Inc
CTXS
+$1.37M
5
NTES icon
NetEase
NTES
+$1.29M

Top Sells

1
+$3.72M
2
+$3.59M
3
+$1.17M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$573K
5
VTV icon
Vanguard Value ETF
VTV
+$324K

Sector Composition

1 Technology 15.38%
2 Healthcare 9.61%
3 Consumer Discretionary 9.38%
4 Financials 8.36%
5 Communication Services 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.04M 1.34%
48,777
+4,908
27
$7.94M 1.33%
225,379
+22,125
28
$7.91M 1.32%
32,399
+2,500
29
$7.87M 1.31%
307,200
+43,110
30
$7.84M 1.31%
100,411
+10,075
31
$7.84M 1.31%
121,195
+13,013
32
$7.44M 1.24%
30,524
+3,295
33
$6.63M 1.11%
49,016
+4,865
34
$6.14M 1.03%
115,950
+9,763
35
$5.85M 0.98%
71,170
+2,875
36
$5.52M 0.92%
60,460
+8,266
37
$5.22M 0.87%
36,155
+908
38
$5.08M 0.85%
61,377
+4,947
39
$4.85M 0.81%
82,740
+18,039
40
$4.69M 0.78%
32,439
+7,679
41
$4.67M 0.78%
99,384
+25,056
42
$4.62M 0.77%
108,023
+27,263
43
$4.6M 0.77%
39,920
+11,192
44
$4.48M 0.75%
53,009
+5,467
45
$4.38M 0.73%
60,750
+15,648
46
$4.32M 0.72%
77,811
+8,513
47
$4.12M 0.69%
28,608
+7,910
48
$3.98M 0.66%
152,744
+11,228
49
$3.96M 0.66%
82,325
+5,739
50
$3.92M 0.65%
+76,027
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