FGWP

Founders Grove Wealth Partners Portfolio holdings

AUM $445M
1-Year Est. Return 16.96%
This Quarter Est. Return
1 Year Est. Return
+16.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.46M
3
+$2.09M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.94M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.08M

Top Sells

1
+$1.09M
2
+$741K
3
+$712K
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$660K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$527K

Sector Composition

1 Healthcare 4.99%
2 Technology 4.61%
3 Financials 1.46%
4 Consumer Discretionary 0.89%
5 Consumer Staples 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.94M 1.24%
28,861
+577
27
$4.89M 1.23%
46,004
-10,207
28
$4.57M 1.15%
33,638
-262
29
$4.54M 1.14%
222,547
-4,999
30
$3.41M 0.85%
11,973
+858
31
$3.2M 0.8%
76,434
-903
32
$3.04M 0.76%
13,874
-7
33
$3.01M 0.75%
60,011
-2,104
34
$2.99M 0.75%
18,152
+1,028
35
$2.83M 0.71%
31,121
-480
36
$2.8M 0.7%
24,790
-71
37
$2.79M 0.7%
11,784
+3,203
38
$2.49M 0.62%
20,879
+946
39
$2.44M 0.61%
3,957
+61
40
$2.32M 0.58%
10,730
-636
41
$2.31M 0.58%
21,175
-884
42
$2.25M 0.56%
20,684
+590
43
$2.18M 0.55%
13,827
+5,241
44
$2.18M 0.55%
36,388
+20
45
$2.18M 0.55%
37,109
-6,424
46
$2.09M 0.53%
+21,098
47
$2.05M 0.51%
64,501
-3,629
48
$1.92M 0.48%
15,502
-576
49
$1.82M 0.46%
16,468
+1,495
50
$1.81M 0.46%
34,656
-1,183
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