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
$179M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.69M
3
+$1.6M
4
AVGO icon
Broadcom
AVGO
+$1.58M
5
GPC icon
Genuine Parts
GPC
+$1.52M

Top Sells

1
+$1.12M
2
+$302K
3
+$297K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$208K
5
PRU icon
Prudential Financial
PRU
+$207K

Sector Composition

1 Consumer Discretionary 6.91%
2 Technology 6.07%
3 Healthcare 5.53%
4 Consumer Staples 5.07%
5 Financials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$837K 0.47%
7,570
-82
52
$812K 0.45%
18,054
+11,271
53
$803K 0.45%
26,068
+13,464
54
$788K 0.44%
13,888
+2,468
55
$782K 0.44%
9,555
+3,150
56
$718K 0.4%
4,344
-60
57
$693K 0.39%
53,622
+363
58
$602K 0.33%
4,656
+884
59
$595K 0.33%
5,199
+1,299
60
$521K 0.29%
2,514
+868
61
$489K 0.27%
9,242
-61
62
$480K 0.27%
25,920
+360
63
$459K 0.26%
10,173
+3
64
$452K 0.25%
11,187
+149
65
$405K 0.23%
14,987
+338
66
$373K 0.21%
2,723
+182
67
$370K 0.21%
3,814
-1,249
68
$358K 0.2%
1,579
+508
69
$310K 0.17%
16,000
70
$309K 0.17%
13,114
-262
71
$305K 0.17%
66,080
+5,000
72
$304K 0.17%
3,779
+7
73
$304K 0.17%
4,881
+362
74
$284K 0.16%
5,267
+652
75
$281K 0.16%
4,660
-500
1 2
3
4