FGWP
Founders Grove Wealth Partners Portfolio holdings
AUM
$445M
1-Year Est. Return
16.96%
1 Year Est. Return
+16.96%
AUM
$445M
AUM Growth
+$19.1M
(+4.5%)
Holding
157
Top Buys
| 1 | +$2.7M | |
| 2 | +$2.01M | |
| 3 | +$1.21M | |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$1.07M |
| 5 |
NVIDIA
NVDA
|
+$908K |
Top Sells
| 1 | +$4.25M | |
| 2 | +$1.52M | |
| 3 | +$1.26M | |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$943K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$765K |
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 | |
|---|---|---|---|---|---|---|
151
Banco Santander
SAN
$178B
| $131K | 0.03% |
+11,190
|
|
||
152
Texas Instruments
TXN
$172B
| – | – |
-1,179
|
|
||
153
Sysco
SYY
$37.9B
| – | – |
-2,698
|
|
||
154
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.65B
| – | – |
-10,871
|
|
||
155
iShares 0-3 Month Treasury Bond ETF
SGOV
$70.3B
| – | – |
-2,236
|
|
||
156
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.95B
| – | – |
-1,413
|
|
||
157
Ecolab
ECL
$78.7B
| – | – |
-803
|
|