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
$672M
AUM Growth
-$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$2.97M
3
+$2.14M
4
AMZN icon
Amazon
AMZN
+$2.08M
5
GXO icon
GXO Logistics
GXO
+$2M

Top Sells

1
+$4.04M
2
+$2.38M
3
+$2.26M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.04M
5
CI icon
Cigna
CI
+$916K

Sector Composition

1 Technology 17.1%
2 Healthcare 12.31%
3 Consumer Discretionary 9.13%
4 Financials 7.08%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.1M 0.91%
28,990
+2,167
52
$6.02M 0.9%
96,983
+671
53
$5.97M 0.89%
113,164
+8,239
54
$5.26M 0.78%
185,002
+14,848
55
$5.1M 0.76%
78,124
-1,280
56
$5.06M 0.75%
93,929
+1,908
57
$4.63M 0.69%
169,207
+61,254
58
$4.41M 0.66%
55,084
+4,012
59
$4.36M 0.65%
25,526
+2,289
60
$4.27M 0.63%
29,211
+1,934
61
$4.13M 0.61%
14,175
-3,562
62
$4.11M 0.61%
99,509
+5,860
63
$3.87M 0.58%
50,756
+39
64
$3.87M 0.58%
54,116
+3,584
65
$3.74M 0.56%
72,590
+6,266
66
$3.57M 0.53%
44,750
+5,322
67
$3.56M 0.53%
19,242
+3,623
68
$3.42M 0.51%
54,861
+4,038
69
$3.42M 0.51%
35,962
+2,256
70
$3.35M 0.5%
54,118
+4,033
71
$3.29M 0.49%
121,477
+8,710
72
$3.17M 0.47%
115,982
+13,178
73
$3.04M 0.45%
21,233
+3,516
74
$2.66M 0.4%
177,480
+3,764
75
$2.21M 0.33%
78,832
+22,049
1 2
3
4 5