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
$686M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$2.88M
3
+$2.53M
4
FCX icon
Freeport-McMoran
FCX
+$2.02M
5
META icon
Meta Platforms (Facebook)
META
+$1.68M

Top Sells

1
+$3.74M
2
+$2.11M
3
+$1.69M
4
CSGP icon
CoStar Group
CSGP
+$1.03M
5
GPC icon
Genuine Parts
GPC
+$822K

Sector Composition

1 Technology 17.58%
2 Healthcare 12.36%
3 Consumer Discretionary 9.47%
4 Financials 7.39%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.48M 0.95%
76,687
+3,588
52
$6.26M 0.91%
83,222
-13,761
53
$5.69M 0.83%
32,945
+3,955
54
$5.52M 0.8%
183,655
+22,204
55
$5.52M 0.8%
228,912
-22,720
56
$5.36M 0.78%
124,329
+11,165
57
$4.85M 0.71%
68,036
-10,088
58
$4.38M 0.64%
26,883
+1,357
59
$4.14M 0.6%
13,851
-324
60
$4.03M 0.59%
31,860
+2,649
61
$3.95M 0.58%
106,131
+6,622
62
$3.94M 0.57%
59,747
+4,663
63
$3.8M 0.55%
126,541
+32,612
64
$3.75M 0.55%
58,121
+4,003
65
$3.68M 0.54%
56,029
+1,913
66
$3.67M 0.54%
48,961
-1,795
67
$3.6M 0.52%
21,717
+2,475
68
$3.42M 0.5%
126,848
+10,866
69
$3.32M 0.48%
59,288
+4,427
70
$3.32M 0.48%
130,385
+8,908
71
$3.32M 0.48%
38,800
+2,838
72
$3.04M 0.44%
20,871
-362
73
$2.59M 0.38%
177,012
-468
74
$2.53M 0.37%
+11,439
75
$2.51M 0.37%
84,027
+5,195
1 2
3
4 5