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
$1.2B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$10.6M
3
+$10.6M
4
CVX icon
Chevron
CVX
+$8.2M
5
CARR icon
Carrier Global
CARR
+$7.72M

Top Sells

1
+$14.3M
2
+$12.3M
3
+$11.9M
4
LOW icon
Lowe's Companies
LOW
+$8.33M
5
CGNX icon
Cognex
CGNX
+$7.91M

Sector Composition

1 Technology 21.22%
2 Healthcare 12.71%
3 Consumer Discretionary 9.77%
4 Financials 9.24%
5 Industrials 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.76M 0.15%
8,234
+599
102
$1.65M 0.14%
23,070
-1,098
103
$1.62M 0.14%
4,193
-151
104
$1.54M 0.13%
63,884
-6,108
105
$1.5M 0.13%
3,829
106
$1.43M 0.12%
7,699
+1,193
107
$1.42M 0.12%
5,529
-30
108
$1.25M 0.1%
53,496
-603
109
$1.09M 0.09%
18,989
+3,882
110
$1.08M 0.09%
21,094
+12
111
$986K 0.08%
15,345
+1,247
112
$986K 0.08%
26,630
113
$975K 0.08%
9,148
+676
114
$884K 0.07%
17,196
+1,783
115
$862K 0.07%
9,667
-213
116
$726K 0.06%
771
+175
117
$704K 0.06%
7,494
-368
118
$697K 0.06%
19,969
+3,694
119
$661K 0.06%
2,026
+24
120
$650K 0.05%
4,115
+69
121
$645K 0.05%
+56,079
122
$634K 0.05%
6,169
-123
123
$614K 0.05%
13,910
-1,257
124
$590K 0.05%
3,661
125
$573K 0.05%
16,929
+50
3 4
5
6 7