FWM

Fingerlakes Wealth Management Portfolio holdings

AUM $134M
1-Year Est. Return 13.89%
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$7.11M
3
+$3.73M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.49M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$3.14M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.73%
2 Consumer Discretionary 5.66%
3 Industrials 3.84%
4 Financials 3.05%
5 Utilities 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 1.22%
+6,198
27
$1.01M 1.14%
+18,101
28
$1M 1.13%
+2,106
29
$980K 1.1%
+11,145
30
$878K 0.99%
+8,219
31
$821K 0.92%
+11,345
32
$816K 0.92%
+7,288
33
$799K 0.9%
+2,497
34
$726K 0.82%
+7,628
35
$708K 0.8%
+4,800
36
$705K 0.79%
+3,090
37
$678K 0.76%
+2,454
38
$655K 0.74%
+4,440
39
$636K 0.72%
+14,274
40
$616K 0.69%
+2,298
41
$605K 0.68%
+5,237
42
$589K 0.66%
+694
43
$587K 0.66%
+3,429
44
$562K 0.63%
+3,212
45
$557K 0.63%
+8,200
46
$536K 0.6%
+5,779
47
$536K 0.6%
+19,606
48
$530K 0.6%
+1,487
49
$504K 0.57%
+4,892
50
$490K 0.55%
+2,940
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