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
$900M
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.53M
3
+$3.38M
4
AMT icon
American Tower
AMT
+$3.04M
5
KDP icon
Keurig Dr Pepper
KDP
+$2.33M

Top Sells

1
+$4.41M
2
+$3.02M
3
+$2.51M
4
ADBE icon
Adobe
ADBE
+$2.35M
5
CMCSA icon
Comcast
CMCSA
+$1.6M

Sector Composition

1 Technology 19.49%
2 Healthcare 11.52%
3 Consumer Discretionary 10.24%
4 Consumer Staples 7.72%
5 Financials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$293K 0.03%
410
+13
127
$293K 0.03%
14,816
+703
128
$286K 0.03%
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-762
129
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3,137
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130
$273K 0.03%
+17,405
131
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132
$269K 0.03%
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133
$266K 0.03%
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134
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475
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135
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136
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1,904
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137
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138
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139
$244K 0.03%
111,320
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140
$244K 0.03%
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141
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17,000
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144
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145
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146
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147
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2,065
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148
$217K 0.02%
16,914
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149
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+3,797
150
$208K 0.02%
1,818
-16
3 4 5
6
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