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
101
$302K 0.08%
3,366
+79
102
$270K 0.08%
1,005
103
$249K 0.07%
3,548
104
$249K 0.07%
2,041
105
$248K 0.07%
529
106
$246K 0.07%
10,941
107
$238K 0.07%
1,123
108
$238K 0.07%
1,699
-72
109
$228K 0.06%
+2,364
110
$227K 0.06%
443
111
$224K 0.06%
+3,153
112
$223K 0.06%
1,332
113
$219K 0.06%
+1,224
114
$218K 0.06%
230
+1
115
$217K 0.06%
1,207
116
$216K 0.06%
232
+6
117
$212K 0.06%
1,323
118
$202K 0.06%
4,833
-118
119
$201K 0.06%
+3,590
120
$201K 0.06%
1,497
-161
121
$201K 0.06%
2,675
-32
122
$200K 0.06%
+382
123
– –
-836
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5