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
$735M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$8.6M
3
+$4.59M
4
FCX icon
Freeport-McMoran
FCX
+$4.55M
5
ILMN icon
Illumina
ILMN
+$2.7M

Top Sells

1
+$5.33M
2
+$3.09M
3
+$2.09M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.62M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.09M

Sector Composition

1 Technology 16.38%
2 Healthcare 10.58%
3 Consumer Discretionary 9.91%
4 Financials 8.9%
5 Communication Services 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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152
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154
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155
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156
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157
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-2,254
158
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-5,200
159
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3 4 5 6
7