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
$900M
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.53M
3
+$3.38M
4
AMT icon
American Tower
AMT
+$3.04M
5
KDP icon
Keurig Dr Pepper
KDP
+$2.33M

Top Sells

1
+$4.41M
2
+$3.02M
3
+$2.51M
4
ADBE icon
Adobe
ADBE
+$2.35M
5
CMCSA icon
Comcast
CMCSA
+$1.6M

Sector Composition

1 Technology 19.49%
2 Healthcare 11.52%
3 Consumer Discretionary 10.24%
4 Consumer Staples 7.72%
5 Financials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.7M 0.86%
181,600
-12,550
52
$7.59M 0.84%
405,108
-31,132
53
$6.83M 0.76%
120,301
+10,689
54
$6.66M 0.74%
182,757
+26,495
55
$6.3M 0.7%
98,511
+14,535
56
$5.73M 0.64%
37,636
+1,682
57
$5.36M 0.6%
182,497
-8,059
58
$5.28M 0.59%
127,206
-38,656
59
$5.24M 0.58%
136,966
+1,554
60
$5.16M 0.57%
11,640
+10,410
61
$5M 0.56%
20,537
+1,388
62
$4.95M 0.55%
14,218
+458
63
$4.94M 0.55%
134,301
+10,434
64
$4.86M 0.54%
139,966
+7,588
65
$4.83M 0.54%
67,400
+2,097
66
$4.79M 0.53%
21,805
-53
67
$4.79M 0.53%
25,044
-471
68
$4.75M 0.53%
26,374
+1,522
69
$4.64M 0.52%
63,391
-2,943
70
$4.57M 0.51%
46,928
+2,896
71
$4.54M 0.51%
72,989
+2,604
72
$4.53M 0.5%
101,476
+3,318
73
$4.52M 0.5%
60,818
+1,788
74
$4.24M 0.47%
158,792
+10,280
75
$4.22M 0.47%
54,532
+408
1 2
3
4 5