FVWA

Foster Victor Wealth Advisors Portfolio holdings

AUM $1.72B
1-Year Est. Return 16.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$825M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$21.7M
3
+$15.5M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$4.34M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$4.27M

Top Sells

1
+$23.4M
2
+$17.9M
3
+$10.8M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.94M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$9M

Sector Composition

1 Technology 18.56%
2 Healthcare 11.88%
3 Consumer Discretionary 9.77%
4 Consumer Staples 8%
5 Financials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-787
4 5 6 7
8