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
$900M
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.53M
3
+$3.38M
4
AMT icon
American Tower
AMT
+$3.04M
5
KDP icon
Keurig Dr Pepper
KDP
+$2.33M

Top Sells

1
+$4.41M
2
+$3.02M
3
+$2.51M
4
ADBE icon
Adobe
ADBE
+$2.35M
5
CMCSA icon
Comcast
CMCSA
+$1.6M

Sector Composition

1 Technology 19.49%
2 Healthcare 11.52%
3 Consumer Discretionary 10.24%
4 Consumer Staples 7.72%
5 Financials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.03M 0.45%
112,601
+6,579
77
$3.81M 0.42%
61,436
-1,654
78
$3.66M 0.41%
62,543
-26,301
79
$3.53M 0.39%
+169,502
80
$3.53M 0.39%
110,673
-10,539
81
$3.37M 0.37%
57,900
+1,169
82
$2.55M 0.28%
106,398
-15,448
83
$2.1M 0.23%
31,395
-2,334
84
$2.08M 0.23%
21,019
-769
85
$2.01M 0.22%
+68,294
86
$1.97M 0.22%
6,965
-53
87
$1.72M 0.19%
77,336
-8,462
88
$1.6M 0.18%
18,922
-6,167
89
$1.45M 0.16%
5,124
-435
90
$1.24M 0.14%
21,712
+16
91
$1.19M 0.13%
3,477
-622
92
$1.16M 0.13%
3,661
93
$1.16M 0.13%
7,990
+373
94
$1.15M 0.13%
60,129
-1,818
95
$1.15M 0.13%
3,905
+140
96
$1.06M 0.12%
3,225
97
$952K 0.11%
13,377
-395
98
$871K 0.1%
7,102
-433
99
$838K 0.09%
2,697
+161
100
$823K 0.09%
19,460
-7,250
2 3
4
5 6