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
$900M
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.53M
3
+$3.38M
4
AMT icon
American Tower
AMT
+$3.04M
5
KDP icon
Keurig Dr Pepper
KDP
+$2.33M

Top Sells

1
+$4.41M
2
+$3.02M
3
+$2.51M
4
ADBE icon
Adobe
ADBE
+$2.35M
5
CMCSA icon
Comcast
CMCSA
+$1.6M

Sector Composition

1 Technology 19.49%
2 Healthcare 11.52%
3 Consumer Discretionary 10.24%
4 Consumer Staples 7.72%
5 Financials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.7M 1.41%
253,621
-4,863
27
$12.2M 1.35%
59,692
+3,218
28
$11.8M 1.31%
229,091
+10,958
29
$11.5M 1.28%
190,881
+9,450
30
$11.3M 1.26%
96,830
+10,777
31
$11.3M 1.25%
107,173
+3,659
32
$11.1M 1.24%
211,236
-5,217
33
$10.8M 1.2%
109,057
-9,846
34
$10.6M 1.18%
49,684
+1,162
35
$10.4M 1.16%
208,851
+40,895
36
$10.3M 1.14%
79,088
+3,750
37
$10.2M 1.14%
114,500
+4,622
38
$9.97M 1.11%
321,601
+57,170
39
$9.7M 1.08%
182,222
-15,854
40
$9.69M 1.08%
172,565
+6,912
41
$9.42M 1.05%
13,603
+1,050
42
$9.38M 1.04%
33,414
+3,887
43
$9.31M 1.03%
42,627
+5,721
44
$9.25M 1.03%
49,564
+2,364
45
$9.13M 1.01%
41,682
+264
46
$8.68M 0.97%
221,665
+19,605
47
$8.44M 0.94%
254,158
+38,751
48
$8.31M 0.92%
96,875
+8,920
49
$8.12M 0.9%
128,052
+11,205
50
$7.91M 0.88%
89,296
+4,605
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