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
76
$837K 0.21%
4,752
+700
77
$836K 0.21%
+15,843
78
$831K 0.21%
7,656
-434
79
$828K 0.21%
2,259
-20
80
$791K 0.2%
1,629
+138
81
$786K 0.2%
2,711
+309
82
$734K 0.18%
4,139
+575
83
$729K 0.18%
1
84
$707K 0.18%
3,881
+690
85
$666K 0.17%
1,712
86
$592K 0.15%
1,921
+5
87
$590K 0.15%
4,339
+160
88
$552K 0.14%
2,003
+671
89
$527K 0.13%
7,453
-98
90
$518K 0.13%
10,942
+6,109
91
$514K 0.13%
5,102
-2,681
92
$484K 0.12%
6,416
+1,675
93
$472K 0.12%
10,508
+3,049
94
$462K 0.12%
16,072
-22,943
95
$450K 0.11%
6,487
+166
96
$443K 0.11%
2,387
+7
97
$441K 0.11%
779
+1
98
$441K 0.11%
+15,095
99
$435K 0.11%
3,250
+930
100
$403K 0.1%
+1,016
2 3
4
5 6