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
$625M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$4.15M
3
+$4.01M
4
MA icon
Mastercard
MA
+$1.45M
5
BKNG icon
Booking.com
BKNG
+$1.42M

Top Sells

1
+$4.6M
2
+$3.96M
3
+$1.83M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.74M
5
NVDA icon
NVIDIA
NVDA
+$933K

Sector Composition

1 Technology 16.09%
2 Consumer Discretionary 10.01%
3 Healthcare 9.33%
4 Financials 8.77%
5 Communication Services 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.41M 0.71%
10,276
+9,342
52
$4.18M 0.67%
20,454
+3,320
53
$4.12M 0.66%
95,701
-3,313
54
$4.07M 0.65%
79,717
+3,690
55
$4.02M 0.64%
20,106
+4,862
56
$4M 0.64%
72,003
+9,428
57
$3.79M 0.61%
168,447
+8,532
58
$3.79M 0.61%
35,266
+6,468
59
$3.77M 0.6%
20,812
+1,569
60
$3.59M 0.57%
65,294
+5,581
61
$3.4M 0.54%
132,996
+14,601
62
$3.1M 0.5%
64,988
+9,905
63
$3.09M 0.49%
22,108
+1,739
64
$3.09M 0.49%
23,335
+3,680
65
$3.08M 0.49%
77,361
+1,150
66
$2.95M 0.47%
40,382
+2,451
67
$2.93M 0.47%
19,487
+836
68
$2.92M 0.47%
31,001
+405
69
$2.76M 0.44%
75,155
+10,208
70
$2.6M 0.42%
27,395
+1,697
71
$2.56M 0.41%
47,445
+5,007
72
$2.53M 0.4%
40,980
+1,703
73
$2.47M 0.4%
39,889
+1,621
74
$2.44M 0.39%
40,861
+3,655
75
$2.33M 0.37%
40,136
+1,620
1 2
3
4 5