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
101
$394K 0.1%
1,923
+148
102
$393K 0.1%
1,796
+97
103
$385K 0.1%
193
104
$383K 0.1%
695
+166
105
$374K 0.09%
3,759
-711
106
$373K 0.09%
+506
107
$363K 0.09%
3,445
+77
108
$354K 0.09%
8,239
+41
109
$344K 0.09%
1,077
+72
110
$329K 0.08%
5,616
-36
111
$313K 0.08%
+2,625
112
$297K 0.07%
1,363
+40
113
$287K 0.07%
1,347
+123
114
$281K 0.07%
1,352
+145
115
$275K 0.07%
1,183
+60
116
$253K 0.06%
3,191
-175
117
$234K 0.06%
+1,035
118
$230K 0.06%
232
+2
119
$228K 0.06%
+2,160
120
$227K 0.06%
455
+12
121
$222K 0.06%
+2,012
122
$219K 0.06%
1,860
-181
123
$217K 0.05%
+805
124
$213K 0.05%
10,941
125
$210K 0.05%
+714
2 3 4
5
6