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
$1.25B
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$11.8M
3
+$11M
4
PYPL icon
PayPal
PYPL
+$6.52M
5
RF icon
Regions Financial
RF
+$6.44M

Top Sells

1
+$155M
2
+$10.5M
3
+$8.08M
4
SMCI icon
Super Micro Computer
SMCI
+$8.01M
5
DAR icon
Darling Ingredients
DAR
+$6.81M

Sector Composition

1 Technology 19.88%
2 Financials 12.13%
3 Healthcare 11.12%
4 Consumer Discretionary 8.63%
5 Industrials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11M 0.88%
272,917
+13,045
52
$10.9M 0.87%
63,223
+2,266
53
$10.7M 0.85%
47,207
+2,944
54
$10.6M 0.85%
258,734
+7,566
55
$10.1M 0.81%
21,526
-9,061
56
$9.96M 0.8%
74,427
-32,540
57
$9.82M 0.79%
41,227
+1,677
58
$9.82M 0.79%
36,474
+12,167
59
$9.7M 0.78%
29,125
+1,080
60
$9.42M 0.75%
120,948
+30,927
61
$9.17M 0.73%
212,520
-60,162
62
$9.09M 0.73%
60,740
+6,486
63
$9.06M 0.73%
61,423
-12,654
64
$9.02M 0.72%
217,857
+10,691
65
$8.44M 0.68%
166,795
+54,551
66
$8.31M 0.67%
30,023
+6,095
67
$8.27M 0.66%
71,512
-54,965
68
$8.02M 0.64%
59,393
+3,695
69
$7.91M 0.63%
281,922
-782
70
$7.83M 0.63%
18,814
+430
71
$7.82M 0.63%
177,351
+6,275
72
$7.78M 0.62%
294,738
+87,292
73
$7.66M 0.61%
92,963
+7,630
74
$7.41M 0.59%
92,217
-17,532
75
$7.31M 0.59%
277,748
-1,460
1 2
3
4 5