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
$977M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$4.05M
3
+$4.05M
4
CCJ icon
Cameco
CCJ
+$3.96M
5
PLTR icon
Palantir
PLTR
+$3.88M

Top Sells

1
+$2.69M
2
+$2.57M
3
+$1.76M
4
UBSI icon
United Bankshares
UBSI
+$1.56M
5
AMGN icon
Amgen
AMGN
+$1.41M

Sector Composition

1 Technology 21.02%
2 Healthcare 12.56%
3 Consumer Discretionary 9.74%
4 Financials 7.98%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$324K 0.03%
2,010
+5
127
$316K 0.03%
3,681
+162
128
$315K 0.03%
476
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129
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130
$312K 0.03%
11,526
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$304K 0.03%
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132
$303K 0.03%
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133
$301K 0.03%
4,370
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134
$300K 0.03%
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135
$299K 0.03%
415
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136
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137
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138
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604
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139
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140
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141
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142
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144
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18,036
+1,012
146
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455
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147
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1,546
148
$240K 0.02%
3,299
149
$235K 0.02%
804
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150
$234K 0.02%
35,663
+4,900
4 5
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