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
$686M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$2.88M
3
+$2.53M
4
FCX icon
Freeport-McMoran
FCX
+$2.02M
5
META icon
Meta Platforms (Facebook)
META
+$1.68M

Top Sells

1
+$3.74M
2
+$2.11M
3
+$1.69M
4
CSGP icon
CoStar Group
CSGP
+$1.03M
5
GPC icon
Genuine Parts
GPC
+$822K

Sector Composition

1 Technology 17.58%
2 Healthcare 12.36%
3 Consumer Discretionary 9.47%
4 Financials 7.39%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.82M 1.43%
169,923
+5,254
27
$9.7M 1.41%
82,121
+5,591
28
$8.94M 1.3%
203,559
+10,680
29
$8.78M 1.28%
147,599
-3,784
30
$8.56M 1.25%
53,857
+2,510
31
$8.52M 1.24%
205,188
+17,007
32
$8.51M 1.24%
67,907
+3,175
33
$8.27M 1.21%
203,334
+128
34
$8.22M 1.2%
316,958
+2,000
35
$8.09M 1.18%
32,845
-2,823
36
$8.05M 1.17%
105,813
+9,008
37
$7.77M 1.13%
26,515
+228
38
$7.71M 1.12%
62,378
+3,901
39
$7.67M 1.12%
96,463
+51,713
40
$7.58M 1.1%
149,699
+24,200
41
$7.52M 1.1%
167,482
+11,946
42
$7.3M 1.06%
88,515
+13,070
43
$7.22M 1.05%
12,640
+521
44
$7.2M 1.05%
96,300
-4,164
45
$7.14M 1.04%
90,032
+1,248
46
$7.12M 1.04%
45,782
+3,111
47
$7.06M 1.03%
236,819
+67,612
48
$6.92M 1.01%
136,753
+8,246
49
$6.84M 1%
229,419
+44,417
50
$6.83M 1%
117,408
-5,572
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