FVWA

Foster Victor Wealth Advisors Portfolio holdings

AUM $1.72B
1-Year Est. Return 16.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$625M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$5.06M
2 +$4.27M
3 +$4.12M
4
MA icon
Mastercard
MA
+$1.52M
5
BKNG icon
Booking.com
BKNG
+$1.35M

Top Sells

1 +$4.6M
2 +$3.96M
3 +$1.87M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.76M
5
XPO icon
XPO
XPO
+$960K

Sector Composition

1 Technology 16.09%
2 Consumer Discretionary 10.01%
3 Healthcare 9.33%
4 Financials 8.77%
5 Communication Services 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-7,164
152
-513