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
$1.25B
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$11.8M
3
+$11M
4
PYPL icon
PayPal
PYPL
+$6.52M
5
RF icon
Regions Financial
RF
+$6.44M

Top Sells

1
+$155M
2
+$10.5M
3
+$8.08M
4
SMCI icon
Super Micro Computer
SMCI
+$8.01M
5
DAR icon
Darling Ingredients
DAR
+$6.81M

Sector Composition

1 Technology 19.88%
2 Financials 12.13%
3 Healthcare 11.12%
4 Consumer Discretionary 8.63%
5 Industrials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$244K 0.02%
2,663
+123
177
$244K 0.02%
+458
178
$240K 0.02%
1,831
+23
179
$234K 0.02%
76,384
+8,882
180
$231K 0.02%
+1,001
181
$227K 0.02%
2,422
+39
182
$226K 0.02%
831
183
$224K 0.02%
1,962
-317
184
$210K 0.02%
2,175
-175
185
$208K 0.02%
1,050
+12
186
$208K 0.02%
3,863
-25
187
$183K 0.01%
35,663
188
$73K 0.01%
44,000
189
$33.2K ﹤0.01%
22,158
+1,000
190
$32.7K ﹤0.01%
11,939
191
– –
-50,038
192
– –
-91,360
193
– –
-172,410
194
– –
-2,221
195
– –
-875
196
– –
-1,046
197
– –
-83,621
198
– –
-1,238
199
– –
-85,516
200
– –
-181,362
4 5 6 7
8