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
76
$781K 0.23%
+7,783
77
$777K 0.23%
+4,104
78
$750K 0.22%
+15,058
79
$689K 0.2%
+3,616
80
$681K 0.2%
+1
81
$640K 0.19%
+1,411
82
$632K 0.18%
+1,712
83
$576K 0.17%
+2,402
84
$564K 0.16%
+5,830
85
$561K 0.16%
+1,916
86
$479K 0.14%
+7,690
87
$471K 0.14%
+4,164
88
$460K 0.13%
+4,239
89
$454K 0.13%
+5,301
90
$443K 0.13%
+778
91
$423K 0.12%
+2,380
92
$384K 0.11%
+3,191
93
$379K 0.11%
+1,937
94
$372K 0.11%
+6,286
95
$356K 0.1%
+8,198
96
$348K 0.1%
+3,368
97
$333K 0.1%
+193
98
$327K 0.09%
+3,287
99
$309K 0.09%
+1,332
100
$298K 0.09%
+1,005
1 2 3
4
5