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
$900M
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.53M
3
+$3.38M
4
AMT icon
American Tower
AMT
+$3.04M
5
KDP icon
Keurig Dr Pepper
KDP
+$2.33M

Top Sells

1
+$4.41M
2
+$3.02M
3
+$2.51M
4
ADBE icon
Adobe
ADBE
+$2.35M
5
CMCSA icon
Comcast
CMCSA
+$1.6M

Sector Composition

1 Technology 19.49%
2 Healthcare 11.52%
3 Consumer Discretionary 10.24%
4 Consumer Staples 7.72%
5 Financials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$206K 0.02%
3,526
152
$205K 0.02%
+3,940
153
$205K 0.02%
+2,095
154
$205K 0.02%
+689
155
$201K 0.02%
1,162
+64
156
$201K 0.02%
+431
157
$200K 0.02%
31,467
+1,542
158
$87.1K 0.01%
44,000
159
$9.38K ﹤0.01%
20,089
+89
160
$2.69K ﹤0.01%
467
161
– –
-17,124
162
– –
-6,753
163
– –
-11,950
164
– –
-2,964
165
– –
-2,223
166
– –
-130,087
167
– –
-8,000
168
– –
-2,960
169
– –
-3,268
170
– –
-901
171
– –
-5,000
172
– –
-923
173
– –
-6,449
3 4 5 6
7