FVWA
Foster Victor Wealth Advisors Portfolio holdings
AUM
$1.48B
This Quarter Return
+6.46%
1 Year Return
+13.49%
3 Year Return
+58.75%
5 Year Return
+94.04%
10 Year Return
–
AUM
$1.25B
AUM Growth
+$1.25B
(+4.3%)
Cap. Flow
+$43.5M
Cap. Flow
% of AUM
3.49%
Top 10 Holdings %
Top 10 Hldgs %
21.97%
Holding
200
New
9
Increased
103
Reduced
65
Closed
10
Top Buys
| 1 |
Lam Research
LRCX
|
$17.5M |
| 2 |
AbbVie
ABBV
|
$11.8M |
| 3 |
Meta Platforms (Facebook)
META
|
$11M |
| 4 |
PayPal
PYPL
|
$6.52M |
| 5 |
Regions Financial
RF
|
$6.44M |
Top Sells
| 1 |
Illumina
ILMN
|
$10.5M |
| 2 |
Lowe's Companies
LOW
|
$8.08M |
| 3 |
Super Micro Computer
SMCI
|
$8.01M |
| 4 |
Darling Ingredients
DAR
|
$6.81M |
| 5 |
Novartis
NVS
|
$6.36M |
Sector Composition
| 1 | Technology | 19.88% |
| 2 | Financials | 12.13% |
| 3 | Healthcare | 11.12% |
| 4 | Consumer Discretionary | 8.63% |
| 5 | Industrials | 6.87% |
