FWM

Fingerlakes Wealth Management Portfolio holdings

AUM $157M
1-Year Est. Return 18.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$749K
3
+$426K
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$338K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$280K

Top Sells

1
+$285K
2
+$204K
3
+$176K
4
AAPL icon
Apple
AAPL
+$166K
5
LOW icon
Lowe's Companies
LOW
+$115K

Sector Composition

1 Technology 8.79%
2 Consumer Discretionary 2.91%
3 Financials 1.9%
4 Industrials 1.49%
5 Communication Services 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 1.2%
25,158
+2,331
27
$1.57M 1.17%
2,538
-6
28
$1.55M 1.16%
6,999
-517
29
$1.38M 1.03%
5,599
+1,256
30
$1.28M 0.95%
23,473
-316
31
$1.15M 0.86%
15,868
-897
32
$1.13M 0.84%
1,990
+476
33
$1.12M 0.83%
16,091
+150
34
$1.11M 0.83%
11,660
-275
35
$1.02M 0.76%
5,554
+11
36
$976K 0.73%
2,662
-119
37
$941K 0.7%
2,147
38
$899K 0.67%
27,552
-5,843
39
$859K 0.64%
1,102
-17
40
$848K 0.63%
3,864
-80
41
$831K 0.62%
9,333
-1,062
42
$818K 0.61%
4,640
-25
43
$737K 0.55%
4,153
+80
44
$721K 0.54%
17,443
+87
45
$689K 0.51%
5,172
+5
46
$670K 0.5%
11,758
+3,829
47
$665K 0.5%
18,438
+300
48
$656K 0.49%
3,084
-2
49
$620K 0.46%
2,617
+11
50
$618K 0.46%
2,230
+6
1
2
3 4