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
$730M
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$6.36M
3
+$4.15M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.51M
5
GRMN icon
Garmin
GRMN
+$2.14M

Top Sells

1
+$13.6M
2
+$5.38M
3
+$4.76M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.6M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.2M

Sector Composition

1 Technology 16.89%
2 Healthcare 11.96%
3 Consumer Discretionary 9.24%
4 Financials 7.06%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-72,554
152
– –
-86,577
153
– –
-154,755
154
– –
-8,418
155
– –
-1,062
3 4 5 6
7