FGWP

Founders Grove Wealth Partners Portfolio holdings

AUM $426M
1-Year Est. Return 12.5%
This Quarter Est. Return
1 Year Est. Return
+12.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$345M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$18.9M
3
+$17.6M
4
LLY icon
Eli Lilly
LLY
+$17.3M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$14.6M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 5.81%
2 Technology 4.57%
3 Financials 1.38%
4 Consumer Discretionary 1.01%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.63M 1.34%
+35,033
27
$4.36M 1.26%
+28,167
28
$4.19M 1.21%
+15,877
29
$3.22M 0.93%
+42,611
30
$3.2M 0.93%
+62,740
31
$3.14M 0.91%
+78,011
32
$2.98M 0.86%
+51,257
33
$2.7M 0.78%
+12,785
34
$2.69M 0.78%
+29,608
35
$2.68M 0.77%
+25,114
36
$2.62M 0.76%
+10,308
37
$2.55M 0.74%
+15,758
38
$2.49M 0.72%
+21,644
39
$2.47M 0.72%
+4,214
40
$2.34M 0.68%
+68,230
41
$2.33M 0.68%
+19,224
42
$2.33M 0.67%
+10,532
43
$2.2M 0.64%
+9,814
44
$1.86M 0.54%
+7,739
45
$1.85M 0.54%
+14,810
46
$1.85M 0.53%
+35,369
47
$1.82M 0.53%
+17,094
48
$1.78M 0.51%
+12,921
49
$1.64M 0.47%
+32,650
50
$1.63M 0.47%
+4,027
1
2
3 4 5