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
$426M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.58%
2 Healthcare 4.72%
3 Financials 1.64%
4 Consumer Discretionary 1.18%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
COST icon
126
Costco
COST
$415B
$243K 0.06%
263
+31
T icon
127
AT&T
T
$188B
$240K 0.06%
+8,483
GLTR icon
128
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$1.99B
$234K 0.05%
+1,413
SGOV icon
129
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$225K 0.05%
2,236
-2,866
DVY icon
130
iShares Select Dividend ETF
DVY
$20.6B
$224K 0.05%
+1,576
SYY icon
131
Sysco
SYY
$38.2B
$222K 0.05%
2,698
-26
ECL icon
132
Ecolab
ECL
$78.5B
$220K 0.05%
803
-2
TXN icon
133
Texas Instruments
TXN
$161B
$217K 0.05%
1,179
-173
RTX icon
134
RTX Corp
RTX
$211B
$213K 0.05%
+1,275
MCK icon
135
McKesson
MCK
$97.8B
$208K 0.05%
+270
MCD icon
136
McDonald's
MCD
$220B
$206K 0.05%
+679
COR icon
137
Cencora
COR
$63B
$201K 0.05%
+642
PLTR icon
138
Palantir
PLTR
$423B
$200K 0.05%
+1,099
SYK icon
139
Stryker
SYK
$143B
-508
IBM icon
140
IBM
IBM
$262B
-714
CP icon
141
Canadian Pacific Kansas City
CP
$70.2B
-2,531