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
$672M
AUM Growth
-$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$2.97M
3
+$2.14M
4
AMZN icon
Amazon
AMZN
+$2.08M
5
GXO icon
GXO Logistics
GXO
+$2M

Top Sells

1
+$4.04M
2
+$2.38M
3
+$2.26M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.04M
5
CI icon
Cigna
CI
+$916K

Sector Composition

1 Technology 17.1%
2 Healthcare 12.31%
3 Consumer Discretionary 9.13%
4 Financials 7.08%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.11M 0.31%
26,224
+4,805
77
$2.09M 0.31%
42,417
-2,949
78
$2M 0.3%
+47,516
79
$1.24M 0.18%
21,492
+72
80
$1.19M 0.18%
5,148
+252
81
$1.09M 0.16%
64,032
-954
82
$1.08M 0.16%
4,662
+114
83
$1.05M 0.16%
3,365
84
$1M 0.15%
9,204
-432
85
$951K 0.14%
15,454
-2,323
86
$922K 0.14%
3,345
-178
87
$864K 0.13%
12,169
-603
88
$839K 0.12%
2,958
+243
89
$766K 0.11%
19,141
+2,128
90
$747K 0.11%
4,080
+32
91
$744K 0.11%
2,575
+170
92
$733K 0.11%
6,360
+280
93
$699K 0.1%
6,246
+800
94
$590K 0.09%
4,537
-133
95
$521K 0.08%
16,816
+48
96
$509K 0.08%
10,131
-636
97
$494K 0.07%
4,714
-818
98
$465K 0.07%
+1,206
99
$448K 0.07%
17,994
+2,221
100
$440K 0.07%
1,148
+284
2 3
4
5 6