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
$1.2B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$10.6M
3
+$10.6M
4
CVX icon
Chevron
CVX
+$8.2M
5
CARR icon
Carrier Global
CARR
+$7.72M

Top Sells

1
+$14.3M
2
+$12.3M
3
+$11.9M
4
LOW icon
Lowe's Companies
LOW
+$8.33M
5
CGNX icon
Cognex
CGNX
+$7.91M

Sector Composition

1 Technology 21.22%
2 Healthcare 12.71%
3 Consumer Discretionary 9.77%
4 Financials 9.24%
5 Industrials 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.9M 1.25%
295,699
+6,888
27
$14.9M 1.24%
43,748
+4,844
28
$14.2M 1.19%
395,183
+64,450
29
$14.1M 1.18%
267,223
-149,547
30
$14M 1.17%
126,477
+1,589
31
$13.8M 1.15%
58,784
+4,450
32
$13.7M 1.15%
60,302
+5,999
33
$13.1M 1.09%
109,916
+3,271
34
$13M 1.08%
705,176
+77,253
35
$12.9M 1.08%
272,490
+30,609
36
$12.8M 1.07%
73,790
-8,109
37
$12.8M 1.07%
433,257
+21,315
38
$12.7M 1.06%
49,435
+5,737
39
$12.6M 1.05%
52,640
+3,173
40
$12.5M 1.04%
136,359
+4,354
41
$12.3M 1.03%
28,026
+24,242
42
$11.8M 0.99%
74,077
+250
43
$11.7M 0.97%
154,155
+1,556
44
$11.5M 0.96%
39,550
-21,074
45
$11.2M 0.93%
74,985
-31,778
46
$10.9M 0.91%
155,885
+747
47
$10.8M 0.9%
214,780
+4,326
48
$10.6M 0.88%
+125,211
49
$10.5M 0.88%
83,621
-39,030
50
$10.3M 0.86%
121,647
-51,305
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