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
$599M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$3.33M
3
+$1.54M
4
CTXS
Citrix Systems Inc
CTXS
+$1.37M
5
NTES icon
NetEase
NTES
+$1.29M

Top Sells

1
+$3.72M
2
+$3.59M
3
+$1.17M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$573K
5
VTV icon
Vanguard Value ETF
VTV
+$324K

Sector Composition

1 Technology 15.38%
2 Healthcare 9.61%
3 Consumer Discretionary 9.38%
4 Financials 8.36%
5 Communication Services 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$518K 0.09%
1,461
+99
102
$494K 0.08%
4,580
+722
103
$469K 0.08%
20,511
+250
104
$446K 0.07%
6,014
-2,841
105
$431K 0.07%
25,492
+2,125
106
$428K 0.07%
275
107
$404K 0.07%
1,785
+354
108
$400K 0.07%
934
-8,694
109
$379K 0.06%
16,560
-792
110
$378K 0.06%
9,171
+57
111
$362K 0.06%
1,301
-5
112
$328K 0.05%
5,931
+106
113
$325K 0.05%
900
114
$324K 0.05%
5,990
-425
115
$316K 0.05%
7,164
116
$310K 0.05%
720
117
$308K 0.05%
1,100
118
$307K 0.05%
2,191
119
$293K 0.05%
3,712
-457
120
$293K 0.05%
3,671
-137
121
$291K 0.05%
800
122
$290K 0.05%
1,650
+353
123
$289K 0.05%
16,620
-402
124
$268K 0.04%
8,306
-269
125
$268K 0.04%
2,716
+91
2 3 4
5
6