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
$730M
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$6.36M
3
+$4.15M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.51M
5
GRMN icon
Garmin
GRMN
+$2.14M

Top Sells

1
+$13.6M
2
+$5.38M
3
+$4.76M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.6M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.2M

Sector Composition

1 Technology 16.89%
2 Healthcare 11.96%
3 Consumer Discretionary 9.24%
4 Financials 7.06%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$386K 0.05%
864
-10,298
102
$373K 0.05%
21,252
+792
103
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3,205
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104
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105
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14,210
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106
$345K 0.05%
13,511
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107
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108
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109
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111
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4,265
112
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113
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515
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114
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115
$264K 0.04%
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116
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3,138
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117
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118
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119
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20,511
120
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121
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122
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123
$242K 0.03%
27,769
+17,187
124
$231K 0.03%
919
-88
125
$215K 0.03%
2,748
-448
3 4
5
6 7