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
$599M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$3.33M
3
+$1.54M
4
CTXS
Citrix Systems Inc
CTXS
+$1.37M
5
NTES icon
NetEase
NTES
+$1.29M

Top Sells

1
+$3.72M
2
+$3.59M
3
+$1.17M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$573K
5
VTV icon
Vanguard Value ETF
VTV
+$324K

Sector Composition

1 Technology 15.38%
2 Healthcare 9.61%
3 Consumer Discretionary 9.38%
4 Financials 8.36%
5 Communication Services 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$263K 0.04%
8,008
-147
127
$254K 0.04%
4,020
-363
128
$238K 0.04%
2,324
129
$235K 0.04%
3,196
130
$228K 0.04%
453
-13
131
$225K 0.04%
1,485
+3
132
$223K 0.04%
1,925
+36
133
$212K 0.04%
905
-168
134
$208K 0.03%
4,993
-86,291
135
$206K 0.03%
5,260
-170
136
$199K 0.03%
+513
137
$165K 0.03%
15,560
-1,731
138
$134K 0.02%
31,000
139
$83K 0.01%
10,510
140
$55K 0.01%
+200
141
$50K 0.01%
140
142
$1K ﹤0.01%
+25
2 3 4 5
6