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
$977M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$4.05M
3
+$4.05M
4
CCJ icon
Cameco
CCJ
+$3.96M
5
PLTR icon
Palantir
PLTR
+$3.88M

Top Sells

1
+$2.69M
2
+$2.57M
3
+$1.76M
4
UBSI icon
United Bankshares
UBSI
+$1.56M
5
AMGN icon
Amgen
AMGN
+$1.41M

Sector Composition

1 Technology 21.02%
2 Healthcare 12.56%
3 Consumer Discretionary 9.74%
4 Financials 7.98%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$232K 0.02%
6,072
152
$232K 0.02%
1,143
+7
153
$230K 0.02%
+1,001
154
$225K 0.02%
+1,571
155
$216K 0.02%
1,992
-30
156
$216K 0.02%
+3,526
157
$215K 0.02%
1,409
-420
158
$215K 0.02%
+3,925
159
$215K 0.02%
+8,258
160
$214K 0.02%
1,818
161
$213K 0.02%
+1,133
162
$213K 0.02%
+2,034
163
$208K 0.02%
+713
164
$206K 0.02%
+5,144
165
$205K 0.02%
+2,609
166
$112K 0.01%
44,000
167
$87.2K 0.01%
27,951
+5,503
168
$18.4K ﹤0.01%
1,539
169
$16.5K ﹤0.01%
+11,939
170
$13.3K ﹤0.01%
+12,322
171
$6.99K ﹤0.01%
20,089
172
$5.76K ﹤0.01%
402
+2
173
– –
-44,885
174
– –
-3,204
175
– –
-92,844
4 5 6
7
8