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
1
$53.6M 4.29%
306,188
-3,644
2
$32.8M 2.63%
1,440,402
-62,841
3
$31.1M 2.49%
167,822
+25,446
4
$26.8M 2.15%
658,423
+7,066
5
$23.4M 1.87%
46,770
+1,274
6
$22.9M 1.83%
54,793
+9,795
7
$22.6M 1.81%
389,756
+1,202
8
$20.7M 1.66%
128,044
+15,092
9
$20.2M 1.62%
40,961
+38
10
$20.1M 1.61%
108,019
-835,121
11
$19.3M 1.55%
259,085
-20,904
12
$19.3M 1.55%
2,329,010
+2,116,140
13
$19.2M 1.54%
264,851
-24,165
14
$18.1M 1.45%
231,270
-42,300
15
$18M 1.44%
36,445
-679
16
$17.7M 1.42%
147,394
-6,681
17
$17.7M 1.42%
103,990
+16,005
18
$17.4M 1.39%
120,914
+1,069
19
$17.3M 1.38%
205,552
-10,259
20
$17.1M 1.37%
69,731
+17,091
21
$16.9M 1.35%
194,595
-10,038
22
$15.9M 1.27%
45,745
+1,997
23
$15.4M 1.24%
287,979
+15,489
24
$15.3M 1.22%
738,298
+33,122
25
$15M 1.2%
295,382
-317
1
2 3 4 5