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
101
$295K 0.09%
+1,771
102
$288K 0.08%
+5,517
103
$270K 0.08%
+529
104
$257K 0.07%
+3,548
105
$254K 0.07%
+1,123
106
$252K 0.07%
+10,941
107
$235K 0.07%
+836
108
$230K 0.07%
+1,323
109
$226K 0.07%
+1,207
110
$220K 0.06%
+2,041
111
$218K 0.06%
+1,658
112
$218K 0.06%
+4,951
113
$210K 0.06%
+229
114
$208K 0.06%
+443
115
$207K 0.06%
+2,707
116
$201K 0.06%
+2,260
1 2 3 4
5