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
$599M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$3.33M
3
+$1.54M
4
CTXS
Citrix Systems Inc
CTXS
+$1.37M
5
NTES icon
NetEase
NTES
+$1.29M

Top Sells

1
+$3.72M
2
+$3.59M
3
+$1.17M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$573K
5
VTV icon
Vanguard Value ETF
VTV
+$324K

Sector Composition

1 Technology 15.38%
2 Healthcare 9.61%
3 Consumer Discretionary 9.38%
4 Financials 8.36%
5 Communication Services 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.89M 0.65%
68,232
+17,176
52
$3.88M 0.65%
19,243
+4,760
53
$3.88M 0.65%
99,014
+9,426
54
$3.69M 0.62%
62,575
+15,932
55
$3.64M 0.61%
159,915
+11,358
56
$3.61M 0.6%
15,244
+3,426
57
$3.58M 0.6%
26,542
+6,004
58
$3.54M 0.59%
17,134
+4,442
59
$3.38M 0.56%
28,798
+11,666
60
$3.33M 0.56%
+97,587
61
$3.24M 0.54%
177,608
-1,296
62
$3.09M 0.52%
118,395
+18,531
63
$3.05M 0.51%
76,211
+6,333
64
$2.94M 0.49%
30,596
+2,862
65
$2.84M 0.47%
59,713
+14,997
66
$2.79M 0.47%
37,931
+4,292
67
$2.77M 0.46%
57,252
+10,865
68
$2.76M 0.46%
18,651
+1,633
69
$2.75M 0.46%
20,369
+1,904
70
$2.74M 0.46%
55,083
+15,027
71
$2.63M 0.44%
19,655
+6,048
72
$2.55M 0.43%
25,698
+2,301
73
$2.48M 0.41%
11,927
-104
74
$2.4M 0.4%
38,516
+3,998
75
$2.38M 0.4%
42,438
+7,698
1 2
3
4 5