FWM

Fingerlakes Wealth Management Portfolio holdings

AUM $151M
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$837K
3
+$706K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$498K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$383K

Top Sells

1
+$223K
2
+$200K
3
+$85.2K
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$82.6K
5
AAPL icon
Apple
AAPL
+$59.9K

Sector Composition

1 Technology 10.24%
2 Consumer Discretionary 2.95%
3 Financials 1.68%
4 Industrials 1.46%
5 Communication Services 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$618K 0.4%
3,313
-80
52
$587K 0.38%
4,119
+4
53
$569K 0.37%
1,193
+5
54
$565K 0.37%
12,200
-276
55
$555K 0.36%
5,588
+45
56
$548K 0.36%
19,709
+2,737
57
$542K 0.35%
1,783
+9
58
$527K 0.34%
2,055
-12
59
$516K 0.34%
12,178
-167
60
$495K 0.32%
3,881
+11
61
$490K 0.32%
2,269
+9
62
$477K 0.31%
5,054
-83
63
$470K 0.31%
1,669
+3
64
$466K 0.3%
2,514
+184
65
$432K 0.28%
8,870
+113
66
$431K 0.28%
3,826
+8
67
$426K 0.28%
4,285
+277
68
$402K 0.26%
4,322
+11
69
$391K 0.26%
3,562
70
$383K 0.25%
2,484
+10
71
$379K 0.25%
6,452
-320
72
$359K 0.23%
+388
73
$356K 0.23%
1,262
+40
74
$353K 0.23%
708
-78
75
$350K 0.23%
11,810
-69
1 2
3
4 5