FVWA
Foster Victor Wealth Advisors Portfolio holdings
AUM
$1.48B
This Quarter Return
-0.82%
1 Year Return
+13.49%
3 Year Return
+58.75%
5 Year Return
+94.04%
10 Year Return
–
AUM
$1.31B
AUM Growth
+$1.31B
(+4.6%)
Cap. Flow
+$69.7M
Cap. Flow
% of AUM
5.34%
Top 10 Holdings %
Top 10 Hldgs %
22.06%
Holding
203
New
12
Increased
103
Reduced
66
Closed
11
Top Buys
| 1 |
US Bancorp
USB
|
$9.09M |
| 2 |
Home Depot
HD
|
$6.21M |
| 3 |
Hershey
HSY
|
$5.62M |
| 4 |
Adobe
ADBE
|
$4.6M |
| 5 |
Canadian Pacific Kansas City
CP
|
$4.33M |
Top Sells
| 1 |
Lam Research
LRCX
|
$167M |
| 2 |
Palantir
PLTR
|
$15M |
| 3 |
Broadcom
AVGO
|
$10.6M |
| 4 |
Blue Owl Capital
OWL
|
$5.98M |
| 5 |
LPL Financial
LPLA
|
$5.33M |
Sector Composition
| 1 | Technology | 18.91% |
| 2 | Financials | 12.99% |
| 3 | Healthcare | 11.39% |
| 4 | Consumer Discretionary | 9.29% |
| 5 | Industrials | 6.95% |
