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
$1.2B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$10.6M
3
+$10.6M
4
CVX icon
Chevron
CVX
+$8.2M
5
CARR icon
Carrier Global
CARR
+$7.72M

Top Sells

1
+$14.3M
2
+$12.3M
3
+$11.9M
4
LOW icon
Lowe's Companies
LOW
+$8.33M
5
CGNX icon
Cognex
CGNX
+$7.91M

Sector Composition

1 Technology 21.22%
2 Healthcare 12.71%
3 Consumer Discretionary 9.77%
4 Financials 9.24%
5 Industrials 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.1M 0.84%
259,872
+43,422
52
$10M 0.84%
60,957
+6,069
53
$9.79M 0.82%
44,263
-13,558
54
$9.54M 0.8%
123,954
+23,512
55
$9.04M 0.76%
251,168
+86,197
56
$8.56M 0.72%
54,254
+51,947
57
$8.4M 0.7%
28,045
+1,666
58
$8.21M 0.69%
207,166
+39,565
59
$8.01M 0.67%
91,360
+14,480
60
$7.88M 0.66%
282,704
+2,210
61
$7.82M 0.65%
272,682
+46,878
62
$7.72M 0.65%
+110,479
63
$7.63M 0.64%
31,679
-34,575
64
$7.58M 0.63%
55,698
+219
65
$7.3M 0.61%
279,208
-25,068
66
$7.19M 0.6%
15,348
+14,053
67
$7.09M 0.59%
+171,076
68
$7.03M 0.59%
+14,380
69
$6.81M 0.57%
181,362
-57,587
70
$6.79M 0.57%
18,384
+15,858
71
$6.77M 0.57%
40,545
+871
72
$6.69M 0.56%
+90,021
73
$6.53M 0.55%
109,749
-76,776
74
$6.44M 0.54%
+23,928
75
$6.25M 0.52%
108,325
-57,625
1 2
3
4 5