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
$1.25B
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$11.8M
3
+$11M
4
PYPL icon
PayPal
PYPL
+$6.52M
5
RF icon
Regions Financial
RF
+$6.44M

Top Sells

1
+$155M
2
+$10.5M
3
+$8.08M
4
SMCI icon
Super Micro Computer
SMCI
+$8.01M
5
DAR icon
Darling Ingredients
DAR
+$6.81M

Sector Composition

1 Technology 19.88%
2 Financials 12.13%
3 Healthcare 11.12%
4 Consumer Discretionary 8.63%
5 Industrials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.13M 0.57%
42,138
+1,593
77
$6.68M 0.54%
115,357
+7,032
78
$6.57M 0.53%
73,913
+2,279
79
$6.52M 0.52%
+79,816
80
$6.44M 0.52%
+279,175
81
$6.36M 0.51%
102,921
+2,960
82
$6.35M 0.51%
+425,256
83
$6.23M 0.5%
285,953
+7,811
84
$6.22M 0.5%
195,288
+6,198
85
$6.1M 0.49%
75,641
+2,868
86
$6.09M 0.49%
38,263
+1,409
87
$5.94M 0.48%
83,612
+3,249
88
$5.71M 0.46%
9,885
-204
89
$5.57M 0.45%
109,437
+5,877
90
$4.92M 0.39%
147,692
+2,034
91
$4.09M 0.33%
15,476
-2,025
92
$4.04M 0.32%
+65,325
93
$3.98M 0.32%
+86,656
94
$3.92M 0.31%
146,067
-10,086
95
$3.81M 0.31%
+137,616
96
$3.61M 0.29%
60,815
-390
97
$3.06M 0.24%
23,043
-3,237
98
$2.64M 0.21%
61,950
+6
99
$1.76M 0.14%
8,248
+14
100
$1.74M 0.14%
15,179
-1,650
2 3
4
5 6