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
$977M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$4.05M
3
+$4.05M
4
CCJ icon
Cameco
CCJ
+$3.96M
5
PLTR icon
Palantir
PLTR
+$3.88M

Top Sells

1
+$2.69M
2
+$2.57M
3
+$1.76M
4
UBSI icon
United Bankshares
UBSI
+$1.56M
5
AMGN icon
Amgen
AMGN
+$1.41M

Sector Composition

1 Technology 21.02%
2 Healthcare 12.56%
3 Consumer Discretionary 9.74%
4 Financials 7.98%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.1M 0.93%
192,129
+46,698
52
$8.78M 0.9%
51,924
+2,615
53
$8.59M 0.88%
243,993
+13,565
54
$8.58M 0.88%
268,030
+68,560
55
$8.42M 0.86%
159,672
-50,973
56
$8.28M 0.85%
185,050
-1,250
57
$7.81M 0.8%
94,170
+3,550
58
$7.04M 0.72%
107,155
+4,605
59
$6.9M 0.71%
334,972
-41,804
60
$6.29M 0.64%
420,675
+99,760
61
$5.94M 0.61%
149,818
+5,818
62
$5.84M 0.6%
204,624
+11,532
63
$5.74M 0.59%
131,366
+4,120
64
$5.74M 0.59%
154,162
+10,568
65
$5.71M 0.58%
38,401
+937
66
$5.49M 0.56%
11,574
+546
67
$5.36M 0.55%
22,236
+1,232
68
$5.09M 0.52%
69,090
+5,725
69
$4.89M 0.5%
174,587
+8,428
70
$4.73M 0.48%
29,569
+1,871
71
$4.38M 0.45%
18,973
-189
72
$4.21M 0.43%
252,629
+232,624
73
$4.11M 0.42%
86,959
-7,559
74
$4.05M 0.42%
+93,232
75
$4.05M 0.41%
+174,600
1 2
3
4 5