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
$672M
AUM Growth
-$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$2.97M
3
+$2.14M
4
AMZN icon
Amazon
AMZN
+$2.08M
5
GXO icon
GXO Logistics
GXO
+$2M

Top Sells

1
+$4.04M
2
+$2.38M
3
+$2.26M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.04M
5
CI icon
Cigna
CI
+$916K

Sector Composition

1 Technology 17.1%
2 Healthcare 12.31%
3 Consumer Discretionary 9.13%
4 Financials 7.08%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$435K 0.06%
845
+330
102
$392K 0.06%
6,385
+2,120
103
$390K 0.06%
6,143
+1,654
104
$388K 0.06%
+16,477
105
$387K 0.06%
3,602
+397
106
$371K 0.06%
12,190
-611
107
$340K 0.05%
+3,334
108
$333K 0.05%
3,995
+857
109
$330K 0.05%
594
+141
110
$326K 0.05%
28,720
+2,123
111
$301K 0.04%
+3,230
112
$300K 0.04%
20,028
-1,224
113
$294K 0.04%
6,696
+214
114
$287K 0.04%
10,468
+484
115
$286K 0.04%
4,944
-191
116
$285K 0.04%
13,337
-174
117
$280K 0.04%
2,029
+29
118
$276K 0.04%
12,204
-162
119
$271K 0.04%
+5,653
120
$248K 0.04%
985
+66
121
$244K 0.04%
20,511
122
$239K 0.04%
8,100
-1,089
123
$233K 0.03%
+473
124
$225K 0.03%
+2,392
125
$217K 0.03%
2,257
+290
2 3 4
5
6