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
$1.25B
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$11.8M
3
+$11M
4
PYPL icon
PayPal
PYPL
+$6.52M
5
RF icon
Regions Financial
RF
+$6.44M

Top Sells

1
+$155M
2
+$10.5M
3
+$8.08M
4
SMCI icon
Super Micro Computer
SMCI
+$8.01M
5
DAR icon
Darling Ingredients
DAR
+$6.81M

Sector Composition

1 Technology 19.88%
2 Financials 12.13%
3 Healthcare 11.12%
4 Consumer Discretionary 8.63%
5 Industrials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$323K 0.03%
+1,136
152
$321K 0.03%
811
-92
153
$310K 0.02%
33,951
+2,000
154
$309K 0.02%
6,980
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155
$305K 0.02%
2,364
+129
156
$304K 0.02%
359
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157
$302K 0.02%
13,445
-1,800
158
$299K 0.02%
4,380
+230
159
$294K 0.02%
491
-34
160
$294K 0.02%
10,010
-1,176
161
$293K 0.02%
18,007
+27
162
$291K 0.02%
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163
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9,560
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164
$284K 0.02%
7,743
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165
$276K 0.02%
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166
$273K 0.02%
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167
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168
$265K 0.02%
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169
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170
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171
$256K 0.02%
1,043
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172
$255K 0.02%
1,896
+301
173
$254K 0.02%
3,853
+290
174
$249K 0.02%
3,755
+237
175
$248K 0.02%
2,034
4 5 6
7
8