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
51
$1.79M 0.5%
35,839
+4,271
52
$1.56M 0.43%
2,776
+786
53
$1.54M 0.43%
14,973
-70
54
$1.42M 0.4%
8,337
-479
55
$1.35M 0.38%
7,885
+629
56
$1.33M 0.37%
14,734
+1,508
57
$1.28M 0.36%
9,744
+990
58
$1.25M 0.35%
28,600
+1,120
59
$1.21M 0.34%
15,495
+1,305
60
$1.21M 0.34%
6,421
+522
61
$1.16M 0.32%
9,357
+497
62
$1.15M 0.32%
9,673
-35
63
$1.15M 0.32%
3,274
-96
64
$1.14M 0.32%
6,886
+168
65
$1.12M 0.31%
39,015
-18,959
66
$1.1M 0.31%
4,361
+323
67
$1.08M 0.3%
5,793
+638
68
$1.05M 0.29%
4,449
69
$1.04M 0.29%
4,030
+3
70
$1M 0.28%
20,035
+4,977
71
$931K 0.26%
8,586
-1,334
72
$843K 0.23%
10,317
+180
73
$837K 0.23%
4,399
+100
74
$835K 0.23%
2,279
-80
75
$830K 0.23%
5,697
+5
1 2
3
4 5