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
$368M
AUM Growth
+$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$3.37M
3
+$3.19M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.06M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.04M

Top Sells

1
+$3.49M
2
+$2.59M
3
+$2.54M
4
WFC icon
Wells Fargo
WFC
+$1.39M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.39M

Sector Composition

1 Technology 11.82%
2 Consumer Discretionary 9.5%
3 Healthcare 7.49%
4 Financials 7.11%
5 Communication Services 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$417K 0.11%
5,680
+500
102
$407K 0.11%
+7,382
103
$380K 0.1%
+22,781
104
$366K 0.1%
+3,383
105
$356K 0.1%
7,264
+100
106
$327K 0.09%
2,013
107
$313K 0.08%
930
+279
108
$288K 0.08%
5,282
-193
109
$287K 0.08%
3,643
-154
110
$285K 0.08%
16,122
+1,156
111
$267K 0.07%
+4,191
112
$264K 0.07%
1,320
+115
113
$261K 0.07%
2,397
-2,405
114
$256K 0.07%
5,186
+283
115
$254K 0.07%
+3,461
116
$253K 0.07%
18,195
+7,599
117
$249K 0.07%
800
118
$248K 0.07%
+1,050
119
$242K 0.07%
10,065
+131
120
$235K 0.06%
950
-50
121
$231K 0.06%
2,609
-33
122
$229K 0.06%
8,561
-148
123
$214K 0.06%
+485
124
$211K 0.06%
8,883
+185
125
$208K 0.06%
900
2 3 4
5
6