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
$1.2B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$10.6M
3
+$10.6M
4
CVX icon
Chevron
CVX
+$8.2M
5
CARR icon
Carrier Global
CARR
+$7.72M

Top Sells

1
+$14.3M
2
+$12.3M
3
+$11.9M
4
LOW icon
Lowe's Companies
LOW
+$8.33M
5
CGNX icon
Cognex
CGNX
+$7.91M

Sector Composition

1 Technology 21.22%
2 Healthcare 12.71%
3 Consumer Discretionary 9.77%
4 Financials 9.24%
5 Industrials 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.21M 0.52%
+85,333
77
$6.13M 0.51%
+24,307
78
$5.98M 0.5%
+36,854
79
$5.86M 0.49%
+278,142
80
$5.81M 0.49%
71,634
-75,449
81
$5.78M 0.48%
103,560
+10,543
82
$5.77M 0.48%
112,244
+510
83
$5.7M 0.48%
10,089
+72
84
$5.63M 0.47%
99,961
-211,278
85
$5.6M 0.47%
207,446
+8,679
86
$5.35M 0.45%
189,090
+6,031
87
$5.29M 0.44%
80,363
+7,860
88
$5.23M 0.44%
+72,773
89
$4.79M 0.4%
145,658
+2,567
90
$4.45M 0.37%
172,410
+1,876
91
$4.44M 0.37%
17,501
-737
92
$4.24M 0.35%
+50,038
93
$4.02M 0.34%
156,153
-747
94
$3.6M 0.3%
61,205
+1,274
95
$3.6M 0.3%
85,516
-3,735
96
$3.32M 0.28%
26,280
+6,050
97
$2.63M 0.22%
61,944
-84
98
$2.38M 0.2%
4,856
+789
99
$1.97M 0.16%
16,829
-620
100
$1.77M 0.15%
15,270
+2,330
2 3
4
5 6