FGWP
Founders Grove Wealth Partners Portfolio holdings
AUM
$399M
This Quarter Return
+7.99%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$399M
AUM Growth
+$399M
(+11%)
Cap. Flow
+$15.6M
Cap. Flow
% of AUM
3.91%
Top 10 Holdings %
Top 10 Hldgs %
42.57%
Holding
135
New
13
Increased
68
Reduced
43
Closed
6
Top Buys
| 1 |
Vanguard Information Technology ETF
VGT
|
$3.16M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$2.46M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.09M |
| 4 |
Vanguard Large-Cap ETF
VV
|
$1.94M |
| 5 |
Vanguard Growth ETF
VUG
|
$1.08M |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
CyberArk
CYBR
$22.8B
| $208K | 0.05% |
+510
| New | +$208K |
|
127
Sysco
SYY
$38.5B
| $206K | 0.05% |
2,724
+49
| +2% | +$3.71K |
|
128
Stryker
SYK
$149B
| $201K | 0.05% |
+508
| New | +$201K |
|
129
Canadian Pacific Kansas City
CP
$70.2B
| $201K | 0.05% |
2,531
-1,017
| -29% | -$80.6K |
|
130
Dominion Energy
D
$50.5B
| – | – |
-3,590
| Closed | -$201K |
|
131
iShares Select Dividend ETF
DVY
$20.7B
| – | – |
-1,497
| Closed | -$201K |
|
132
NextEra Energy, Inc.
NEE
$150B
| – | – |
-3,153
| Closed | -$224K |
|
133
UnitedHealth
UNH
$280B
| – | – |
-382
| Closed | -$200K |
|
134
Vanguard S&P Small-Cap 600 ETF
VIOO
$3B
| – | – |
-2,364
| Closed | -$228K |
|
135
Energy Select Sector SPDR Fund
XLE
$27.7B
| – | – |
-5,636
| Closed | -$527K |
|