FGWP
Founders Grove Wealth Partners Portfolio holdings
AUM
$399M
This Quarter Return
-0.63%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$345M
AUM Growth
–
Cap. Flow
+$345M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.28%
Holding
116
New
116
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$25.4M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$18.9M |
| 3 |
Vanguard Growth ETF
VUG
|
$17.6M |
| 4 |
Eli Lilly
LLY
|
$17.3M |
| 5 |
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% |
