FVWA
Foster Victor Wealth Advisors Portfolio holdings
AUM
$1.48B
This Quarter Return
+1.06%
1 Year Return
+13.49%
3 Year Return
+58.75%
5 Year Return
+94.04%
10 Year Return
–
AUM
$179M
AUM Growth
+$179M
(+32%)
Cap. Flow
+$45.5M
Cap. Flow
% of AUM
25.36%
Top 10 Holdings %
Top 10 Hldgs %
50.82%
Holding
98
New
3
Increased
73
Reduced
9
Closed
6
Top Buys
| 1 |
Schwab US Large-Cap Value ETF
SCHV
|
$1.94M |
| 2 |
Valero Energy
VLO
|
$1.69M |
| 3 |
Keurig Dr Pepper
KDP
|
$1.6M |
| 4 |
Broadcom
AVGO
|
$1.58M |
| 5 |
Genuine Parts
GPC
|
$1.52M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 6.91% |
| 2 | Technology | 6.07% |
| 3 | Healthcare | 5.53% |
| 4 | Consumer Staples | 5.07% |
| 5 | Financials | 4.97% |
