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
51
$484K 0.55%
+2,665
52
$475K 0.53%
+5,877
53
$474K 0.53%
+2,500
54
$465K 0.52%
+14,116
55
$464K 0.52%
+4,294
56
$449K 0.51%
+3,482
57
$446K 0.5%
+6,720
58
$431K 0.49%
+5,766
59
$421K 0.47%
+6,654
60
$410K 0.46%
+15,351
61
$406K 0.46%
+2,745
62
$398K 0.45%
+3,952
63
$393K 0.44%
+5,974
64
$361K 0.41%
+6,133
65
$357K 0.4%
+2,080
66
$356K 0.4%
+8,710
67
$352K 0.4%
+585
68
$342K 0.39%
+3,637
69
$333K 0.37%
+5,671
70
$333K 0.37%
+1,197
71
$325K 0.37%
+1,573
72
$321K 0.36%
+737
73
$317K 0.36%
+6,168
74
$316K 0.36%
+4,289
75
$309K 0.35%
+1,903
1 2
3
4