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
$977M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$4.05M
3
+$4.05M
4
CCJ icon
Cameco
CCJ
+$3.96M
5
PLTR icon
Palantir
PLTR
+$3.88M

Top Sells

1
+$2.69M
2
+$2.57M
3
+$1.76M
4
UBSI icon
United Bankshares
UBSI
+$1.56M
5
AMGN icon
Amgen
AMGN
+$1.41M

Sector Composition

1 Technology 21.02%
2 Healthcare 12.56%
3 Consumer Discretionary 9.74%
4 Financials 7.98%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.6M 4.87%
315,706
-2,744
2
$30.6M 3.13%
1,631,538
-47,379
3
$24.4M 2.5%
657,781
-9,388
4
$21.4M 2.19%
143,247
+1,230
5
$19.8M 2.03%
380,534
+46,331
6
$19M 1.94%
5,473
-189
7
$18.6M 1.91%
246,250
-17,220
8
$18M 1.85%
42,752
+612
9
$17.9M 1.84%
44,320
+57
10
$17.6M 1.8%
30,305
-1,262
11
$17.6M 1.8%
126,439
-1,032
12
$17.1M 1.75%
287,107
+19,194
13
$17M 1.74%
54,681
-4,530
14
$15.9M 1.63%
42,458
-2,837
15
$15.7M 1.61%
121,477
+3,872
16
$15.7M 1.6%
253,065
+12,195
17
$15M 1.54%
115,390
+18,468
18
$14.6M 1.49%
90,202
+1,970
19
$14.1M 1.44%
365,819
+39,529
20
$13.9M 1.42%
99,647
-1,587
21
$13.7M 1.41%
63,238
+5,669
22
$13.5M 1.38%
97,673
+1,429
23
$13.4M 1.38%
125,080
-23,940
24
$13.4M 1.37%
139,130
+43,857
25
$13.3M 1.36%
418,068
+21,202
1
2 3 4 5