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
51
$1.62M 0.47%
+31,893
52
$1.62M 0.47%
+57,974
53
$1.53M 0.44%
+31,568
54
$1.48M 0.43%
+8,816
55
$1.44M 0.42%
+15,043
56
$1.33M 0.39%
+9,920
57
$1.24M 0.36%
+14,190
58
$1.2M 0.35%
+8,860
59
$1.19M 0.34%
+7,256
60
$1.18M 0.34%
+13,226
61
$1.17M 0.34%
+1,990
62
$1.15M 0.33%
+8,754
63
$1.15M 0.33%
+27,480
64
$1.13M 0.33%
+4,038
65
$1.11M 0.32%
+5,899
66
$1.07M 0.31%
+3,370
67
$1.04M 0.3%
+9,708
68
$1.04M 0.3%
+4,449
69
$1.02M 0.3%
+5,155
70
$991K 0.29%
+12,091
71
$972K 0.28%
+6,718
72
$943K 0.27%
+4,299
73
$918K 0.27%
+2,359
74
$797K 0.23%
+10,137
75
$794K 0.23%
+5,692
1 2
3
4 5