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
$825M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Sells

1 +$23.9M
2 +$17.5M
3 +$11.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.43M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$9.35M

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
-82,446