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
$977M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$4.05M
3
+$4.05M
4
CCJ icon
Cameco
CCJ
+$3.96M
5
PLTR icon
Palantir
PLTR
+$3.88M

Top Sells

1
+$2.69M
2
+$2.57M
3
+$1.76M
4
UBSI icon
United Bankshares
UBSI
+$1.56M
5
AMGN icon
Amgen
AMGN
+$1.41M

Sector Composition

1 Technology 21.02%
2 Healthcare 12.56%
3 Consumer Discretionary 9.74%
4 Financials 7.98%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$879K 0.09%
2,528
+7
102
$876K 0.09%
14,574
+7,159
103
$820K 0.08%
17,210
+581
104
$799K 0.08%
8,041
+405
105
$796K 0.08%
10,669
-2,209
106
$778K 0.08%
6,924
-41
107
$747K 0.08%
3,661
108
$645K 0.07%
7,887
-1,850
109
$626K 0.06%
4,313
-70
110
$623K 0.06%
11,311
+4,076
111
$609K 0.06%
1,328
-6
112
$600K 0.06%
2,002
-27
113
$592K 0.06%
17,342
-983
114
$581K 0.06%
3,885
+1,219
115
$576K 0.06%
16,250
+6,250
116
$489K 0.05%
16,844
+59
117
$471K 0.05%
12,995
118
$437K 0.04%
815
-4
119
$426K 0.04%
23,052
+894
120
$420K 0.04%
17,176
+590
121
$356K 0.04%
2,914
+2
122
$356K 0.04%
+7,075
123
$352K 0.04%
3,366
-1
124
$351K 0.04%
35,286
+1,379
125
$329K 0.03%
2,038
-75
3 4
5
6 7