FVWA

Foster Victor Wealth Advisors Portfolio holdings

AUM $1.72B
1-Year Est. Return 16.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$4.04M
3
+$3.92M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$3.85M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$3.79M

Top Sells

1
+$4.61M
2
+$3.44M
3
+$2.64M
4
MAS icon
Masco
MAS
+$2.43M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.19M

Sector Composition

1 Technology 19.46%
2 Financials 12.54%
3 Healthcare 11.96%
4 Consumer Discretionary 9.28%
5 Energy 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$97.7K 0.01%
44,000
202
$56.6K ﹤0.01%
11,939
203
– –
-12,507
204
– –
-9,399
205
– –
-8,121
206
– –
-6,629
207
– –
-11,068
208
– –
-5,531
209
– –
-12,196
210
– –
-10,726
211
– –
-2,257
212
– –
-12,601
213
– –
-6,641
5 6 7 8
9