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
$858M
AUM Growth
-$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$10.3M
3
+$6.6M
4
SMCI icon
Super Micro Computer
SMCI
+$5.78M
5
AAPL icon
Apple
AAPL
+$5.09M

Top Sells

1
+$16.1M
2
+$8.31M
3
+$8.07M
4
IPG
Interpublic Group of Companies
IPG
+$5.24M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.54M

Sector Composition

1 Technology 20.84%
2 Healthcare 12.94%
3 Consumer Discretionary 9.95%
4 Financials 7.82%
5 Consumer Staples 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.65M 1.01%
69,807
-29,123
52
$8.27M 0.96%
225,484
+3,819
53
$7.9M 0.92%
49,309
-255
54
$7.31M 0.85%
90,620
+1,324
55
$7.01M 0.82%
102,550
+4,039
56
$7.01M 0.82%
376,776
-28,332
57
$6.82M 0.79%
145,431
+17,379
58
$6.79M 0.79%
186,300
+4,700
59
$5.78M 0.67%
+199,470
60
$5.53M 0.64%
127,246
+40
61
$5.4M 0.63%
37,464
-172
62
$5.28M 0.61%
144,000
+4,034
63
$4.85M 0.56%
193,092
+10,595
64
$4.78M 0.56%
21,004
+467
65
$4.74M 0.55%
11,028
-612
66
$4.57M 0.53%
143,594
+9,293
67
$4.38M 0.51%
+320,915
68
$4.27M 0.5%
27,698
+1,324
69
$4.07M 0.47%
94,518
-6,958
70
$4.01M 0.47%
63,365
-26
71
$3.96M 0.46%
19,162
-2,643
72
$3.89M 0.45%
166,159
+7,367
73
$3.86M 0.45%
50,092
-12,451
74
$3.69M 0.43%
169,291
-211
75
$3.5M 0.41%
112,406
+1,733
1 2
3
4 5