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
$900M
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.53M
3
+$3.38M
4
AMT icon
American Tower
AMT
+$3.04M
5
KDP icon
Keurig Dr Pepper
KDP
+$2.33M

Top Sells

1
+$4.41M
2
+$3.02M
3
+$2.51M
4
ADBE icon
Adobe
ADBE
+$2.35M
5
CMCSA icon
Comcast
CMCSA
+$1.6M

Sector Composition

1 Technology 19.49%
2 Healthcare 11.52%
3 Consumer Discretionary 10.24%
4 Consumer Staples 7.72%
5 Financials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$805K 0.09%
7,529
-21
102
$803K 0.09%
7,477
-3,563
103
$744K 0.08%
16,258
-447
104
$743K 0.08%
9,749
-1,504
105
$695K 0.08%
7,586
-676
106
$672K 0.07%
1,452
+127
107
$610K 0.07%
4,399
+30
108
$543K 0.06%
18,668
+554
109
$518K 0.06%
2,002
-27
110
$498K 0.06%
3,184
+576
111
$453K 0.05%
16,723
+58
112
$426K 0.05%
6,977
-743
113
$407K 0.05%
16,471
+300
114
$393K 0.04%
833
-180
115
$391K 0.04%
+12,995
116
$390K 0.04%
3,367
-28
117
$371K 0.04%
21,522
-138
118
$364K 0.04%
17,150
+2,000
119
$353K 0.04%
10,000
+500
120
$346K 0.04%
3,519
-27
121
$332K 0.04%
43,173
+2,383
122
$321K 0.04%
32,758
+1,134
123
$307K 0.03%
5,600
+303
124
$297K 0.03%
11,822
+12
125
$294K 0.03%
9,163
-326
3 4
5
6 7