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
$686M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$2.88M
3
+$2.53M
4
FCX icon
Freeport-McMoran
FCX
+$2.02M
5
META icon
Meta Platforms (Facebook)
META
+$1.68M

Top Sells

1
+$3.74M
2
+$2.11M
3
+$1.69M
4
CSGP icon
CoStar Group
CSGP
+$1.03M
5
GPC icon
Genuine Parts
GPC
+$822K

Sector Composition

1 Technology 17.58%
2 Healthcare 12.36%
3 Consumer Discretionary 9.47%
4 Financials 7.39%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.3M 0.34%
62,805
+15,289
77
$1.9M 0.28%
38,590
-3,827
78
$1.27M 0.19%
21,446
-46
79
$1.22M 0.18%
5,142
+480
80
$1.19M 0.17%
3,365
81
$1.18M 0.17%
5,237
+89
82
$1.09M 0.16%
3,948
+603
83
$1.07M 0.16%
63,975
-57
84
$962K 0.14%
+153,118
85
$958K 0.14%
4,076
-4
86
$941K 0.14%
9,182
-22
87
$938K 0.14%
14,624
-830
88
$827K 0.12%
11,542
-627
89
$767K 0.11%
2,642
-316
90
$748K 0.11%
6,920
+674
91
$713K 0.1%
2,548
-27
92
$706K 0.1%
18,797
-344
93
$699K 0.1%
6,832
+472
94
$553K 0.08%
4,365
-172
95
$544K 0.08%
17,299
+483
96
$532K 0.08%
+1,331
97
$519K 0.08%
5,716
+2,114
98
$499K 0.07%
1,333
+127
99
$488K 0.07%
10,045
-86
100
$447K 0.07%
4,347
-367
2 3
4
5 6