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
$1.25B
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$11.8M
3
+$11M
4
PYPL icon
PayPal
PYPL
+$6.52M
5
RF icon
Regions Financial
RF
+$6.44M

Top Sells

1
+$155M
2
+$10.5M
3
+$8.08M
4
SMCI icon
Super Micro Computer
SMCI
+$8.01M
5
DAR icon
Darling Ingredients
DAR
+$6.81M

Sector Composition

1 Technology 19.88%
2 Financials 12.13%
3 Healthcare 11.12%
4 Consumer Discretionary 8.63%
5 Industrials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.72M 0.14%
3,837
+8
102
$1.63M 0.13%
13,332
-1,938
103
$1.53M 0.12%
20,273
-2,797
104
$1.47M 0.12%
3,802
-391
105
$1.44M 0.12%
59,148
-4,736
106
$1.34M 0.11%
5,540
+11
107
$1.32M 0.11%
8,071
+372
108
$1.17M 0.09%
49,032
-4,464
109
$1.13M 0.09%
21,106
+12
110
$1.04M 0.08%
17,552
-1,437
111
$974K 0.08%
13,997
-1,348
112
$973K 0.08%
8,738
-410
113
$971K 0.08%
26,630
114
$851K 0.07%
9,669
+2
115
$815K 0.07%
15,732
-1,464
116
$768K 0.06%
2,026
117
$700K 0.06%
762
-9
118
$698K 0.06%
2,518
-29,161
119
$674K 0.05%
7,333
-161
120
$616K 0.05%
3,696
-419
121
$609K 0.05%
3,416
-463
122
$599K 0.05%
56,392
+313
123
$584K 0.05%
16,976
+47
124
$580K 0.05%
4,363
+931
125
$545K 0.04%
3,330
-331
3 4
5
6 7