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
126
$208K 0.05%
+510
127
$206K 0.05%
2,724
+49
128
$201K 0.05%
+508
129
$201K 0.05%
2,531
-1,017
130
– –
-3,590
131
– –
-3,153
132
– –
-2,364
133
– –
-11,272
134
– –
-1,497
135
– –
-382
2 3 4 5
6