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
$1.2B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$10.6M
3
+$10.6M
4
CVX icon
Chevron
CVX
+$8.2M
5
CARR icon
Carrier Global
CARR
+$7.72M

Top Sells

1
+$14.3M
2
+$12.3M
3
+$11.9M
4
LOW icon
Lowe's Companies
LOW
+$8.33M
5
CGNX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$233K 0.02%
3,518
+219
177
$233K 0.02%
+906
178
$230K 0.02%
3,563
+37
179
$226K 0.02%
+2,350
180
$220K 0.02%
2,540
-4
181
$208K 0.02%
35,663
182
$207K 0.02%
+831
183
$207K 0.02%
1,595
+24
184
$205K 0.02%
67,502
-56,866
185
$203K 0.02%
+2,221
186
$202K 0.02%
+1,038
187
$202K 0.02%
+1,238
188
$192K 0.02%
31,951
+2,000
189
$71.3K 0.01%
44,000
190
$28.8K ﹤0.01%
11,939
191
$27.1K ﹤0.01%
21,158
+185
192
– –
-129,672
193
– –
-140,862
194
– –
-1,430
195
– –
-3,537
196
– –
-511
197
– –
-463,082
4 5 6 7
8