FGWP
Founders Grove Wealth Partners Portfolio holdings
AUM
$445M
1-Year Est. Return
16.96%
1 Year Est. Return
+16.96%
AUM
$426M
AUM Growth
+$27M
(+6.8%)
Holding
141
Top Buys
| 1 | +$6.87M | |
| 2 | +$2.25M | |
| 3 | +$1.3M | |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$844K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$747K |
Top Sells
| 1 | +$1.41M | |
| 2 | +$1.33M | |
| 3 | +$1.29M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$949K |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$782K |
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 | |
|---|---|---|---|---|---|---|
126
Costco
COST
$428B
| $243K | 0.06% |
263
+31
|
|
||
127
AT&T
T
$167B
| $240K | 0.06% |
+8,483
|
|
||
128
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.95B
| $234K | 0.05% |
+1,413
|
|
||
129
iShares 0-3 Month Treasury Bond ETF
SGOV
$70.3B
| $225K | 0.05% |
2,236
-2,866
|
|
||
130
iShares Select Dividend ETF
DVY
$21.8B
| $224K | 0.05% |
+1,576
|
|
||
131
Sysco
SYY
$37.7B
| $222K | 0.05% |
2,698
-26
|
|
||
132
Ecolab
ECL
$78.5B
| $220K | 0.05% |
803
-2
|
|
||
133
Texas Instruments
TXN
$174B
| $217K | 0.05% |
1,179
-173
|
|
||
134
RTX Corp
RTX
$271B
| $213K | 0.05% |
+1,275
|
|
||
135
McKesson
MCK
$104B
| $208K | 0.05% |
+270
|
|
||
136
McDonald's
MCD
$219B
| $206K | 0.05% |
+679
|
|
||
137
Cencora
COR
$68.8B
| $201K | 0.05% |
+642
|
|
||
138
Palantir
PLTR
$407B
| $200K | 0.05% |
+1,099
|
|
||
139
Canadian Pacific Kansas City
CP
$65.3B
| – | – |
-2,531
|
|
||
140
Stryker
SYK
$139B
| – | – |
-508
|
|
||
141
IBM
IBM
$286B
| – | – |
-714
|
|