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
$1.25B
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$11.8M
3
+$11M
4
PYPL icon
PayPal
PYPL
+$6.52M
5
RF icon
Regions Financial
RF
+$6.44M

Top Sells

1
+$155M
2
+$10.5M
3
+$8.08M
4
SMCI icon
Super Micro Computer
SMCI
+$8.01M
5
DAR icon
Darling Ingredients
DAR
+$6.81M

Sector Composition

1 Technology 19.88%
2 Financials 12.13%
3 Healthcare 11.12%
4 Consumer Discretionary 8.63%
5 Industrials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$538K 0.04%
12,995
127
$537K 0.04%
24,123
+135
128
$532K 0.04%
900
-8
129
$522K 0.04%
26,077
+53
130
$487K 0.04%
12,118
-1,792
131
$485K 0.04%
533
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132
$483K 0.04%
2,061
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133
$473K 0.04%
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134
$467K 0.04%
881
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135
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3,892
-2,277
136
$438K 0.04%
15,001
-1,497
137
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138
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13,527
-6,442
139
$421K 0.03%
2,836
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140
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1,459
141
$409K 0.03%
39,701
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142
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1,618
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144
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377
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145
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10,295
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146
$336K 0.03%
41,697
+5,228
147
$336K 0.03%
2,064
+462
148
$331K 0.03%
20,000
149
$328K 0.03%
3,999
150
$328K 0.03%
3,637
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4 5
6
7 8