FVWA
Foster Victor Wealth Advisors Portfolio holdings
AUM
$1.48B
This Quarter Return
+1.3%
1 Year Return
+13.49%
3 Year Return
+58.75%
5 Year Return
+94.04%
10 Year Return
–
AUM
$1.2B
AUM Growth
+$1.2B
(+9.2%)
Cap. Flow
+$66.7M
Cap. Flow
% of AUM
5.58%
Top 10 Holdings %
Top 10 Hldgs %
22.43%
Holding
197
New
24
Increased
98
Reduced
55
Closed
6
Top Buys
| 1 |
Broadcom
AVGO
|
$13.9M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$10.6M |
| 3 |
Canadian Pacific Kansas City
CP
|
$10.6M |
| 4 |
Chevron
CVX
|
$8.2M |
| 5 |
Carrier Global
CARR
|
$7.72M |
Top Sells
| 1 |
Keurig Dr Pepper
KDP
|
$14.3M |
| 2 |
Blackrock
BLK
|
$12.3M |
| 3 |
Realty Income
O
|
$11.9M |
| 4 |
Lowe's Companies
LOW
|
$8.33M |
| 5 |
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% |
