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
$1.31B
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$6.21M
3
+$5.62M
4
ADBE icon
Adobe
ADBE
+$4.6M
5
CP icon
Canadian Pacific Kansas City
CP
+$4.33M

Top Sells

1
+$167M
2
+$15M
3
+$10.6M
4
OWL icon
Blue Owl Capital
OWL
+$5.98M
5
LPLA icon
LPL Financial
LPLA
+$5.33M

Sector Composition

1 Technology 18.91%
2 Financials 12.99%
3 Healthcare 11.39%
4 Consumer Discretionary 9.29%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$332K 0.03%
552
-88
152
$327K 0.03%
846
+35
153
$325K 0.02%
430
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154
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155
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156
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157
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162
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172
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3,371
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2,418
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175
$229K 0.02%
1,929
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