FGWP
Founders Grove Wealth Partners Portfolio holdings
AUM
$440M
1-Year Est. Return
16.56%
This Fund
S&P 500
1 Year Est. Return
+16.56%
AUM
$440M
AUM Growth
-$4.67M
(-1.1%)
Holding
169
Top Buys
| 1 | +$879K | |
| 2 | +$684K | |
| 3 | +$613K | |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$436K |
| 5 |
Vanguard Consumer Staples ETF
VDC
|
+$432K |
Top Sells
| 1 | +$520K | |
| 2 | +$360K | |
| 3 | +$357K | |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$265K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$257K |
Sector Composition
| 1 | Technology | 5.68% |
| 2 | Healthcare | 4.81% |
| 3 | Financials | 1.74% |
| 4 | Communication Services | 1.29% |
| 5 | Consumer Discretionary | 1.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Citigroup
C
$225B
| $231K | 0.05% |
2,033
+157
|
|
||
152
Novartis
NVS
$290B
| $225K | 0.05% |
+1,471
|
|
||
153
Palo Alto Networks
PANW
$136B
| $211K | 0.05% |
+1,319
|
|
||
154
Chevron
CVX
$366B
| $211K | 0.05% |
+1,019
|
|
||
155
Verizon
VZ
$195B
| $208K | 0.05% |
+4,138
|
|
||
156
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.55B
| $207K | 0.05% |
4,900
-1,024
|
|
||
157
Goldman Sachs
GS
$273B
| $207K | 0.05% |
245
+1
|
|
||
158
Canadian Pacific Kansas City
CP
$73.1B
| $205K | 0.05% |
+2,612
|
|
||
159
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$3.16B
| $202K | 0.05% |
+925
|
|
||
160
Linde
LIN
$228B
| $201K | 0.05% |
+405
|
|
||
161
Ecolab
ECL
$77.6B
| $200K | 0.05% |
+752
|
|
||
162
Banco Santander
SAN
$186B
| $127K | 0.03% |
11,260
+70
|
|
||
163
AstraZeneca
AZN
$318B
| – | – |
-2,714
|
|
||
164
Cencora
COR
$63.7B
| – | – |
-684
|
|
||
|
CYBR
165
DELISTED
CyberArk
CYBR
| – | – |
-510
|
|
||
166
Dominion Energy
D
$54.9B
| – | – |
-3,571
|
|
||
167
Booking.com
BKNG
$152B
| – | – |
-1,025
|
|
||
168
SPDR Gold Trust
GLD
$164B
| – | – |
-561
|
|
||
169
IBM
IBM
$238B
| – | – |
-758
|
|