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
$106M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$16.9M
3
+$16.9M
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$12.4M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$3.71M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 3.89%
2 Healthcare 3.47%
3 Utilities 3.35%
4 Real Estate 3.22%
5 Consumer Staples 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.19%
+1,909
77
$184K 0.17%
+1,396
78
$169K 0.16%
+3,019
79
$146K 0.14%
+10,076
1 2 3
4