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
$1.31B
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$6.21M
3
+$5.62M
4
ADBE icon
Adobe
ADBE
+$4.6M
5
CP icon
Canadian Pacific Kansas City
CP
+$4.33M

Top Sells

1
+$167M
2
+$15M
3
+$10.6M
4
OWL icon
Blue Owl Capital
OWL
+$5.98M
5
LPLA icon
LPL Financial
LPLA
+$5.33M

Sector Composition

1 Technology 18.91%
2 Financials 12.99%
3 Healthcare 11.39%
4 Consumer Discretionary 9.29%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.59M 0.12%
8,051
-20
102
$1.57M 0.12%
3,590
-247
103
$1.53M 0.12%
+54,729
104
$1.49M 0.11%
3,580
-222
105
$1.35M 0.1%
19,018
-1,255
106
$1.3M 0.1%
53,936
-5,212
107
$1.22M 0.09%
10,885
-2,447
108
$1.17M 0.09%
47,808
-1,224
109
$1.14M 0.09%
18,120
+4,123
110
$1.02M 0.08%
26,598
-32
111
$1.02M 0.08%
17,517
-35
112
$1.01M 0.08%
21,120
+14
113
$980K 0.08%
4,684
+1,354
114
$967K 0.07%
8,848
+110
115
$839K 0.06%
9,271
-398
116
$800K 0.06%
16,464
+732
117
$753K 0.06%
+12,375
118
$730K 0.06%
1,328
+447
119
$717K 0.05%
2,026
120
$657K 0.05%
7,055
-278
121
$657K 0.05%
57,849
+1,457
122
$612K 0.05%
2,344
-174
123
$611K 0.05%
26,306
+2,183
124
$604K 0.05%
17,025
+49
125
$593K 0.05%
3,569
-127
3 4
5
6 7