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
$445M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$2.7M
2 +$2.01M
3 +$1.21M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.07M
5
NVDA icon
NVIDIA
NVDA
+$908K

Sector Composition

1 Technology 6.05%
2 Healthcare 5.33%
3 Financials 1.83%
4 Consumer Discretionary 1.3%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MCK icon
126
McKesson
MCK
$104B
$275K 0.06%
335
+65
NOC icon
127
Northrop Grumman
NOC
$95.2B
$267K 0.06%
469
-15
COST icon
128
Costco
COST
$428B
$267K 0.06%
310
+47
RTX icon
129
RTX Corp
RTX
$271B
$260K 0.06%
1,419
+144
MCD icon
130
McDonald's
MCD
$219B
$258K 0.06%
844
+165
FDX icon
131
FedEx
FDX
$72.5B
$257K 0.06%
+888
SHYG icon
132
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$8.06B
$254K 0.06%
+5,924
AZN icon
133
AstraZeneca
AZN
$293B
$249K 0.06%
+2,714
DUK icon
134
Duke Energy
DUK
$92.7B
$245K 0.06%
2,086
+90
T icon
135
AT&T
T
$167B
$240K 0.05%
9,663
+1,180
GILD icon
136
Gilead Sciences
GILD
$155B
$238K 0.05%
+1,943
COR icon
137
Cencora
COR
$68.8B
$231K 0.05%
684
+42
COF icon
138
Capital One
COF
$152B
$230K 0.05%
947
-498
CYBR icon
139
CyberArk
CYBR
$22.9B
$227K 0.05%
510
IBM icon
140
IBM
IBM
$286B
$225K 0.05%
+758
DVY icon
141
iShares Select Dividend ETF
DVY
$21.8B
$222K 0.05%
1,576
GLD icon
142
SPDR Gold Trust
GLD
$157B
$222K 0.05%
+561
INTC icon
143
Intel
INTC
$224B
$221K 0.05%
+5,993
BKNG icon
144
Booking.com
BKNG
$165B
$220K 0.05%
+41
C icon
145
Citigroup
C
$206B
$219K 0.05%
+1,876
SO icon
146
Southern Company
SO
$97.9B
$217K 0.05%
+2,490
GS icon
147
Goldman Sachs
GS
$289B
$214K 0.05%
+244
ALB icon
148
Albemarle
ALB
$19.2B
$214K 0.05%
+1,510
AMD icon
149
Advanced Micro Devices
AMD
$377B
$213K 0.05%
+996
D icon
150
Dominion Energy
D
$52.2B
$209K 0.05%
+3,571