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
$1.25B
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$11.8M
3
+$11M
4
PYPL icon
PayPal
PYPL
+$6.52M
5
RF icon
Regions Financial
RF
+$6.44M

Top Sells

1
+$155M
2
+$10.5M
3
+$8.08M
4
SMCI icon
Super Micro Computer
SMCI
+$8.01M
5
DAR icon
Darling Ingredients
DAR
+$6.81M

Sector Composition

1 Technology 19.88%
2 Financials 12.13%
3 Healthcare 11.12%
4 Consumer Discretionary 8.63%
5 Industrials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.8M 1.18%
51,281
+1,846
27
$14.7M 1.17%
3,417
-825
28
$14.1M 1.13%
61,860
+1,558
29
$13.9M 1.11%
23,528
+18,672
30
$13.8M 1.11%
455,895
+60,712
31
$13.6M 1.09%
451,419
+18,162
32
$13.5M 1.08%
159,441
+5,286
33
$13.4M 1.07%
25,653
+11,273
34
$13.3M 1.06%
57,903
-881
35
$13.1M 1.05%
117,864
+7,948
36
$13M 1.04%
28,592
+566
37
$12.7M 1.02%
39,537
-19,385
38
$12.6M 1.01%
166,892
+42,938
39
$12.5M 1%
155,619
+30,408
40
$12.4M 0.99%
74,962
+1,172
41
$12.3M 0.99%
252,436
+37,656
42
$12.2M 0.98%
62,845
+60,533
43
$12.1M 0.97%
86,518
+11,533
44
$11.9M 0.96%
135,590
-769
45
$11.8M 0.95%
124,750
+3,103
46
$11.6M 0.93%
71,939
-35,037
47
$11.4M 0.92%
293,782
+26,559
48
$11.4M 0.91%
18,855
+3,507
49
$11.4M 0.91%
138,785
+28,306
50
$11.1M 0.89%
137,936
-17,949
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