FGWP
Founders Grove Wealth Partners Portfolio holdings
AUM
$426M
1-Year Est. Return
12.5%
1 Year Est. Return
+12.5%
AUM
$399M
AUM Growth
+$39.6M
(+11%)
Holding
135
Top Buys
| 1 | +$3.16M | |
| 2 | +$2.46M | |
| 3 | +$2.09M | |
| 4 |
Vanguard Large-Cap ETF
VV
|
+$1.94M |
| 5 |
Vanguard Growth ETF
VUG
|
+$1.08M |
Top Sells
| 1 | +$1.09M | |
| 2 | +$741K | |
| 3 | +$712K | |
| 4 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$660K |
| 5 |
Energy Select Sector SPDR Fund
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
CyberArk
CYBR
$24.8B
| $208K | 0.05% |
+510
|
|
||
127
Sysco
SYY
$38.2B
| $206K | 0.05% |
2,724
+49
|
|
||
128
Stryker
SYK
$143B
| $201K | 0.05% |
+508
|
|
||
129
Canadian Pacific Kansas City
CP
$70.2B
| $201K | 0.05% |
2,531
-1,017
|
|
||
|
130
Energy Select Sector SPDR Fund
XLE
$25.8B
| – | – |
-5,636
|
|
||
131
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.02B
| – | – |
-2,364
|
|
||
132
UnitedHealth
UNH
$323B
| – | – |
-382
|
|
||
133
NextEra Energy
NEE
$174B
| – | – |
-3,153
|
|
||
134
iShares Select Dividend ETF
DVY
$20.6B
| – | – |
-1,497
|
|
||
135
Dominion Energy
D
$51.7B
| – | – |
-3,590
|
|