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
$1.1B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$6.86M
3
+$4.12M
4
OWL icon
Blue Owl Capital
OWL
+$3.91M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.86M

Top Sells

1
+$17.9M
2
+$4.18M
3
+$4.11M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$4.05M
5
GRMN icon
Garmin
GRMN
+$3.55M

Sector Composition

1 Technology 21.76%
2 Healthcare 12.11%
3 Consumer Discretionary 10.48%
4 Financials 8.56%
5 Consumer Staples 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$370K 0.03%
1,991
-19
127
$370K 0.03%
2,915
+1
128
$365K 0.03%
4,370
129
$364K 0.03%
+1,459
130
$359K 0.03%
812
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131
$349K 0.03%
476
132
$348K 0.03%
37,009
+1,723
133
$342K 0.03%
2,039
+1
134
$318K 0.03%
1,500
-46
135
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20,000
+1,000
136
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137
$304K 0.03%
4,179
138
$303K 0.03%
8,592
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139
$301K 0.03%
10,950
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140
$298K 0.03%
36,469
141
$295K 0.03%
4,251
142
$294K 0.03%
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143
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144
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3,734
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145
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776
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146
$287K 0.03%
14,781
-321
147
$282K 0.03%
17,989
-47
148
$279K 0.03%
485
+30
149
$262K 0.02%
1,409
150
$252K 0.02%
+1,999
4 5
6
7 8