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
$179M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.69M
3
+$1.6M
4
AVGO icon
Broadcom
AVGO
+$1.58M
5
GPC icon
Genuine Parts
GPC
+$1.52M

Top Sells

1
+$1.12M
2
+$302K
3
+$297K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$208K
5
PRU icon
Prudential Financial
PRU
+$207K

Sector Composition

1 Consumer Discretionary 6.91%
2 Technology 6.07%
3 Healthcare 5.53%
4 Consumer Staples 5.07%
5 Financials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.7M 10.98%
1,064,061
+104,556
2
$18.2M 10.15%
244,217
+6,579
3
$18.2M 10.11%
277,169
+10,355
4
$13.5M 7.49%
452,007
+21,354
5
$5.09M 2.83%
274,887
+55,530
6
$4.16M 2.31%
56,947
+2,674
7
$3.29M 1.83%
37,940
+12,240
8
$3.24M 1.8%
309,752
+127,472
9
$2.91M 1.62%
114,884
+34,282
10
$2.84M 1.58%
30,999
+15,728
11
$2.77M 1.54%
36,736
+18,296
12
$2.72M 1.51%
15,116
+5,439
13
$2.69M 1.49%
32,204
+20,261
14
$2.67M 1.49%
20,057
+10,537
15
$2.67M 1.49%
13,544
+7,238
16
$2.55M 1.42%
92,280
+57,100
17
$2.51M 1.4%
26,524
+16,114
18
$2.49M 1.39%
107,350
+47,750
19
$2.46M 1.37%
89,574
+58,351
20
$2.38M 1.32%
8,746
+4,145
21
$2.34M 1.3%
10,376
+4,906
22
$2.33M 1.29%
7,935
+4,259
23
$2.27M 1.26%
37,620
+16,900
24
$2.13M 1.18%
81,945
+35,730
25
$2.12M 1.18%
7,643
+3,868
1
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