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
$1.2B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$10.6M
3
+$10.6M
4
CVX icon
Chevron
CVX
+$8.2M
5
CARR icon
Carrier Global
CARR
+$7.72M

Top Sells

1
+$14.3M
2
+$12.3M
3
+$11.9M
4
LOW icon
Lowe's Companies
LOW
+$8.33M
5
CGNX icon
Cognex
CGNX
+$7.91M

Sector Composition

1 Technology 21.22%
2 Healthcare 12.71%
3 Consumer Discretionary 9.77%
4 Financials 9.24%
5 Industrials 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$322K 0.03%
15,245
+464
152
$313K 0.03%
8,200
153
$311K 0.03%
8,556
-36
154
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155
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156
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4,150
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158
$294K 0.02%
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159
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525
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160
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161
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162
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163
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164
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165
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166
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169
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170
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171
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173
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174
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+1,046
175
$235K 0.02%
2,383
-2,421
4 5 6
7
8