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
51
$1.72M 0.43%
12,760
-1,437
52
$1.7M 0.43%
2,734
-42
53
$1.66M 0.42%
32,625
-8,282
54
$1.45M 0.36%
4,565
+535
55
$1.42M 0.36%
13,621
-6,819
56
$1.4M 0.35%
7,907
+22
57
$1.34M 0.34%
4,849
+488
58
$1.33M 0.33%
14,894
+160
59
$1.3M 0.33%
8,783
-961
60
$1.27M 0.32%
26,303
-2,297
61
$1.27M 0.32%
6,506
+85
62
$1.26M 0.32%
6,466
+673
63
$1.26M 0.32%
5,728
+1,329
64
$1.2M 0.3%
15,087
-408
65
$1.19M 0.3%
8,925
-432
66
$1.13M 0.28%
7,067
-1,270
67
$1.12M 0.28%
4,380
-69
68
$1.04M 0.26%
21,286
-15,110
69
$1.04M 0.26%
2,937
-337
70
$1.01M 0.25%
6,594
-292
71
$1.01M 0.25%
9,327
-346
72
$1.01M 0.25%
20,035
73
$949K 0.24%
5,715
+18
74
$890K 0.22%
10,743
+1,111
75
$885K 0.22%
10,936
+619
1 2
3
4 5