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
$359M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.09M
3
+$1.33M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.27M
5
VV icon
Vanguard Large-Cap ETF
VV
+$920K

Top Sells

1
+$789K
2
+$542K
3
+$453K
4
FDX icon
FedEx
FDX
+$235K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$203K

Sector Composition

1 Healthcare 5.88%
2 Technology 3.84%
3 Financials 1.49%
4 Consumer Staples 0.9%
5 Consumer Discretionary 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.6M 1.28%
33,900
-1,133
27
$4.48M 1.25%
17,309
+1,432
28
$4.2M 1.17%
28,284
+117
29
$3.94M 1.1%
48,171
+5,560
30
$3.36M 0.94%
77,337
-674
31
$3.08M 0.86%
62,115
-625
32
$3.04M 0.85%
13,881
+1,096
33
$2.75M 0.77%
17,124
+1,366
34
$2.73M 0.76%
24,861
-253
35
$2.72M 0.76%
11,115
+807
36
$2.63M 0.73%
31,601
+1,993
37
$2.59M 0.72%
19,933
+709
38
$2.55M 0.71%
43,533
-7,724
39
$2.31M 0.64%
22,059
+415
40
$2.27M 0.63%
11,366
+834
41
$2.18M 0.61%
3,896
-318
42
$2.18M 0.61%
68,130
-100
43
$2.16M 0.6%
20,440
+3,346
44
$2.08M 0.58%
40,907
+9,014
45
$2.07M 0.58%
14,197
+1,276
46
$1.98M 0.55%
10,047
+233
47
$1.96M 0.55%
36,368
+999
48
$1.93M 0.54%
16,078
+1,268
49
$1.9M 0.53%
8,581
+842
50
$1.81M 0.5%
36,396
+3,746
1
2
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