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
$672M
AUM Growth
-$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$2.97M
3
+$2.14M
4
AMZN icon
Amazon
AMZN
+$2.08M
5
GXO icon
GXO Logistics
GXO
+$2M

Top Sells

1
+$4.04M
2
+$2.38M
3
+$2.26M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.04M
5
CI icon
Cigna
CI
+$916K

Sector Composition

1 Technology 17.1%
2 Healthcare 12.31%
3 Consumer Discretionary 9.13%
4 Financials 7.08%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.49M 1.41%
52,992
+2,647
27
$8.76M 1.3%
314,958
-7,100
28
$8.63M 1.28%
76,530
+10,644
29
$8.22M 1.22%
64,732
+16,821
30
$8.2M 1.22%
88,784
-1,529
31
$8.11M 1.21%
96,805
+6,968
32
$8.04M 1.2%
192,879
+21,492
33
$8.03M 1.2%
188,181
+45,227
34
$7.91M 1.18%
151,383
+20,109
35
$7.72M 1.15%
100,464
+505
36
$7.65M 1.14%
203,206
+18,859
37
$7.59M 1.13%
75,445
+8,906
38
$7.54M 1.12%
122,980
-10,899
39
$7.48M 1.11%
51,347
-431
40
$7.45M 1.11%
12,119
+814
41
$7.41M 1.1%
155,536
+32,181
42
$7.39M 1.1%
125,499
+22,818
43
$7.37M 1.1%
42,671
+2,970
44
$7.27M 1.08%
58,477
+3,721
45
$7.13M 1.06%
26,287
-3,378
46
$6.93M 1.03%
73,099
+3,529
47
$6.74M 1%
128,507
+13,616
48
$6.43M 0.96%
161,451
+23,404
49
$6.29M 0.94%
35,668
-3,213
50
$6.19M 0.92%
251,632
-8,526
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