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
$1.2B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$10.6M
3
+$10.6M
4
CVX icon
Chevron
CVX
+$8.2M
5
CARR icon
Carrier Global
CARR
+$7.72M

Top Sells

1
+$14.3M
2
+$12.3M
3
+$11.9M
4
LOW icon
Lowe's Companies
LOW
+$8.33M
5
CGNX icon
Cognex
CGNX
+$7.91M

Sector Composition

1 Technology 21.22%
2 Healthcare 12.71%
3 Consumer Discretionary 9.77%
4 Financials 9.24%
5 Industrials 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$553K 0.05%
3,879
+513
127
$524K 0.04%
23,988
+366
128
$517K 0.04%
26,024
-19
129
$506K 0.04%
3,432
+1,937
130
$498K 0.04%
908
+96
131
$493K 0.04%
12,995
132
$469K 0.04%
44,614
+7,605
133
$455K 0.04%
16,498
-408
134
$451K 0.04%
530
+54
135
$446K 0.04%
786
+307
136
$427K 0.04%
824
+205
137
$419K 0.04%
4,040
+359
138
$391K 0.03%
2,312
+273
139
$388K 0.03%
2,835
-80
140
$386K 0.03%
1,459
141
$373K 0.03%
5,989
+2,334
142
$364K 0.03%
1,961
-30
143
$361K 0.03%
338
-77
144
$338K 0.03%
2,691
+692
145
$335K 0.03%
397
-14,610
146
$333K 0.03%
11,186
+236
147
$333K 0.03%
9,983
+1,614
148
$332K 0.03%
20,000
149
$326K 0.03%
903
+127
150
$325K 0.03%
3,999
+265
4 5
6
7 8