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
$730M
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$6.36M
3
+$4.15M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.51M
5
GRMN icon
Garmin
GRMN
+$2.14M

Top Sells

1
+$13.6M
2
+$5.38M
3
+$4.76M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.6M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.2M

Sector Composition

1 Technology 16.89%
2 Healthcare 11.96%
3 Consumer Discretionary 9.24%
4 Financials 7.06%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.25M 0.31%
45,366
+5,634
77
$2.14M 0.29%
56,783
+11,206
78
$2.07M 0.28%
21,419
+4,573
79
$1.58M 0.22%
4,548
+666
80
$1.38M 0.19%
4,896
+441
81
$1.35M 0.18%
21,420
82
$1.28M 0.18%
17,777
+3
83
$1.26M 0.17%
64,986
-2,685
84
$1.21M 0.17%
3,523
+353
85
$1.16M 0.16%
9,636
-200
86
$1.13M 0.15%
3,365
87
$1.04M 0.14%
12,772
88
$850K 0.12%
2,405
+446
89
$834K 0.11%
6,080
+480
90
$811K 0.11%
2,715
-784
91
$807K 0.11%
17,013
+257
92
$740K 0.1%
4,048
+23
93
$716K 0.1%
5,446
+247
94
$694K 0.1%
4,670
-233
95
$666K 0.09%
16,768
-1,154
96
$576K 0.08%
5,532
97
$552K 0.08%
10,767
+1,083
98
$484K 0.07%
9,189
99
$467K 0.06%
12,801
100
$442K 0.06%
15,773
-55
2 3
4
5 6