FGWP

Founders Grove Wealth Partners Portfolio holdings

AUM $359M
AUM
$359M
AUM Growth
+$13.5M
Cap. Flow
+$20.1M
Cap. Flow %
5.61%
Top 10 Hldgs %
41.73%
Holding
123
New
7
Increased
66
Reduced
27
Closed
1

Top Buys

1
$2.81M
2
$2.09M
3
$1.33M
4
$1.27M
5
$920K

Top Sells

1
$789K
2
$542K
3
$453K
4
$203K
5
$178K

Sector Composition

1Healthcare5.88%
2Technology3.84%
3Financials1.49%
4Consumer Staples0.9%
5Consumer Discretionary0.76%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$29.1M8.11%572,317
+41,100
+8%
+$2.09M
$21.8M6.08%237,774
+30,611
+15%
+$2.81M
$17.7M4.92%21,399
-955
-4%
-$789K
$16.7M4.65%44,991
+2,126
+5%
+$788K
$13.2M3.69%24,408
+910
+4%
+$494K
$11M3.05%118,064
+8,371
+8%
+$777K
$10.7M2.98%41,633
+3,579
+9%
+$920K
$10.6M2.94%177,740
+14,151
+9%
+$841K
$10.3M2.87%206,326
+25,422
+14%
+$1.27M
$8.76M2.44%167,275
+25,367
+18%
+$1.33M
$8.19M2.28%39,648
+1,373
+4%
+$283K
$7.13M1.99%55,316
+434
+0.8%
+$56K
$7.13M1.99%41,281
+2,786
+7%
+$481K
$7.05M1.96%58,995
+1,620
+3%
+$194K
$6.83M1.9%20,995
+913
+5%
+$297K
$6.76M1.88%149,425
+10,065
+7%
+$456K
$6.48M1.81%24,496
+1,628
+7%
+$431K
$6.15M1.71%11,962
+1,625
+16%
+$835K
$6.07M1.69%27,321
-250
-0.9%
-$55.5K
$5.94M1.65%56,211
+3,610
+7%
+$381K
$5.88M1.64%23,733
+707
+3%
+$175K
$5.37M1.5%28,198
+2,236
+9%
+$426K
$5.14M1.43%13,688
-21
-0.2%
-$7.88K
$5.08M1.42%87,127
+3,680
+4%
+$215K
$4.89M1.36%227,546
-1,574
-0.7%
-$33.8K
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