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
76
$798K 0.22%
1
77
$797K 0.22%
9,632
-2,459
78
$794K 0.22%
1,491
+80
79
$784K 0.22%
7,783
80
$780K 0.22%
8,090
+2,260
81
$745K 0.21%
1,712
82
$627K 0.17%
4,052
-52
83
$589K 0.16%
2,402
84
$585K 0.16%
1,916
85
$557K 0.16%
3,564
-52
86
$554K 0.15%
4,179
+15
87
$541K 0.15%
7,551
-139
88
$527K 0.15%
5,636
+335
89
$507K 0.14%
3,191
90
$499K 0.14%
2,380
91
$436K 0.12%
4,470
+231
92
$415K 0.12%
778
93
$390K 0.11%
6,321
+35
94
$374K 0.1%
3,368
95
$361K 0.1%
193
96
$344K 0.1%
1,775
-162
97
$339K 0.09%
5,652
+135
98
$337K 0.09%
8,198
99
$320K 0.09%
+4,741
100
$317K 0.09%
+7,459
1 2 3
4
5