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
$977M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$4.05M
3
+$4.05M
4
CCJ icon
Cameco
CCJ
+$3.96M
5
PLTR icon
Palantir
PLTR
+$3.88M

Top Sells

1
+$2.69M
2
+$2.57M
3
+$1.76M
4
UBSI icon
United Bankshares
UBSI
+$1.56M
5
AMGN icon
Amgen
AMGN
+$1.41M

Sector Composition

1 Technology 21.02%
2 Healthcare 12.56%
3 Consumer Discretionary 9.74%
4 Financials 7.98%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.96M 0.41%
+92,634
77
$3.7M 0.38%
+148,908
78
$3.66M 0.37%
112,192
-214
79
$3.64M 0.37%
174,091
+4,800
80
$3.61M 0.37%
60,156
+2,893
81
$3.45M 0.35%
58,445
-318
82
$3.43M 0.35%
+20,634
83
$2.94M 0.3%
35,213
-14,879
84
$2.27M 0.23%
105,030
+3,435
85
$2.26M 0.23%
59,534
+33,185
86
$1.91M 0.2%
18,032
-252
87
$1.9M 0.19%
78,460
-4,522
88
$1.72M 0.18%
24,587
-2,081
89
$1.49M 0.15%
4,849
-198
90
$1.39M 0.14%
3,768
+391
91
$1.37M 0.14%
5,696
+134
92
$1.37M 0.14%
3,817
-110
93
$1.3M 0.13%
7,561
+203
94
$1.29M 0.13%
12,787
+5,116
95
$1.24M 0.13%
3,829
+604
96
$1.22M 0.13%
21,071
-659
97
$1.21M 0.12%
58,422
-1,110
98
$1.13M 0.12%
21,590
-30
99
$996K 0.1%
26,630
-41,664
100
$913K 0.09%
6,500
-143
2 3
4
5 6