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
$599M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$3.33M
3
+$1.54M
4
CTXS
Citrix Systems Inc
CTXS
+$1.37M
5
NTES icon
NetEase
NTES
+$1.29M

Top Sells

1
+$3.72M
2
+$3.59M
3
+$1.17M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$573K
5
VTV icon
Vanguard Value ETF
VTV
+$324K

Sector Composition

1 Technology 15.38%
2 Healthcare 9.61%
3 Consumer Discretionary 9.38%
4 Financials 8.36%
5 Communication Services 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.35M 0.39%
39,277
+3,750
77
$2.32M 0.39%
38,268
+3,420
78
$2.27M 0.38%
37,206
+4,208
79
$2.2M 0.37%
78,622
+11,046
80
$2.11M 0.35%
64,947
+11,616
81
$1.85M 0.31%
36,801
-135
82
$1.75M 0.29%
12,807
+1,124
83
$1.43M 0.24%
21,420
84
$1.39M 0.23%
17,868
+3
85
$1.39M 0.23%
11,109
+2,550
86
$1.14M 0.19%
12,824
87
$1.08M 0.18%
7,712
-426
88
$950K 0.16%
6,500
89
$933K 0.16%
46,640
+1,560
90
$917K 0.15%
3,197
-153
91
$916K 0.15%
50,196
-2,943
92
$842K 0.14%
3,454
93
$814K 0.14%
5,237
-1
94
$691K 0.12%
25,412
-1,336
95
$672K 0.11%
5,360
+40
96
$661K 0.11%
12,831
+793
97
$639K 0.11%
2,004
+494
98
$619K 0.1%
16,048
-3,069
99
$617K 0.1%
7,970
100
$530K 0.09%
15,931
-771
2 3
4
5 6