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
$104M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$614K
2
+$475K
3
+$298K
4
NVDA icon
NVIDIA
NVDA
+$283K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$274K

Top Sells

1
+$140K
2
+$107K
3
+$80.6K
4
AAPL icon
Apple
AAPL
+$67.2K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$33.7K

Sector Composition

1 Technology 10.49%
2 Consumer Discretionary 4.27%
3 Industrials 2.88%
4 Financials 2.41%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$519K 0.5%
3,282
-108
52
$516K 0.5%
4,878
-48
53
$508K 0.49%
1,388
+6
54
$502K 0.48%
14,848
-2
55
$484K 0.47%
8,998
-553
56
$476K 0.46%
5,383
+32
57
$475K 0.46%
4,164
+3
58
$467K 0.45%
5,356
+11
59
$450K 0.43%
545
60
$428K 0.41%
18,627
+225
61
$413K 0.4%
2,202
-3
62
$406K 0.39%
2,222
+8
63
$378K 0.36%
5,399
-3
64
$366K 0.35%
13,497
+45
65
$336K 0.32%
11,034
+271
66
$326K 0.32%
2,591
+7
67
$326K 0.31%
4,074
+142
68
$309K 0.3%
3,841
+12
69
$306K 0.3%
3,485
70
$304K 0.29%
6,832
+220
71
$296K 0.29%
6,179
72
$285K 0.28%
2,800
+14
73
$284K 0.27%
1,752
-64
74
$283K 0.27%
+3,130
75
$280K 0.27%
11,426
+154
1 2
3
4