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
$136M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$972K
3
+$828K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$805K
5
AVGO icon
Broadcom
AVGO
+$636K

Top Sells

1
+$1.04M
2
+$571K
3
+$564K
4
VTR icon
Ventas
VTR
+$555K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$532K

Sector Composition

1 Consumer Discretionary 5.27%
2 Technology 5.26%
3 Healthcare 3.85%
4 Financials 3.79%
5 Consumer Staples 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,993
102
– –
-1,077
103
– –
-22,499
104
– –
-1,286
105
– –
-1,877
1 2 3 4
5