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
$128M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.02M
3
+$1.38M
4
AMZN icon
Amazon
AMZN
+$913K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$384K

Top Sells

1
+$1.42M
2
+$1.18M
3
+$1.12M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$885K
5
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$845K

Sector Composition

1 Consumer Discretionary 4.91%
2 Financials 3.48%
3 Technology 3.47%
4 Consumer Staples 3.45%
5 Communication Services 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$540K 0.42%
10,270
-1,813
52
$476K 0.37%
10,024
+456
53
$464K 0.36%
24,924
+1,240
54
$446K 0.35%
10,167
+2
55
$442K 0.34%
3,746
+762
56
$439K 0.34%
10,753
+1,277
57
$437K 0.34%
7,636
+2,642
58
$402K 0.31%
22,499
-6,550
59
$396K 0.31%
4,993
-1,411
60
$394K 0.31%
3,894
+7
61
$390K 0.3%
14,157
+734
62
$372K 0.29%
11,709
+1,791
63
$362K 0.28%
12,050
+3,690
64
$339K 0.26%
4,519
+1,500
65
$338K 0.26%
15,202
+762
66
$331K 0.26%
+1,646
67
$320K 0.25%
1,877
-240
68
$317K 0.25%
+16,000
69
$304K 0.24%
+10,868
70
$289K 0.23%
+6,789
71
$285K 0.22%
5,654
-1,276
72
$283K 0.22%
+14,400
73
$280K 0.22%
2,374
+15
74
$279K 0.22%
3,561
+184
75
$274K 0.21%
+61,080
1 2
3
4