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
76
$306K 0.34%
+12,030
77
$305K 0.34%
+1,745
78
$299K 0.34%
+5,451
79
$298K 0.34%
+2,858
80
$295K 0.33%
+3,555
81
$281K 0.32%
+5,530
82
$253K 0.28%
+3,545
83
$247K 0.28%
+1,481
84
$245K 0.28%
+6,553
85
$240K 0.27%
+3,063
86
$236K 0.27%
+4,838
87
$225K 0.25%
+12,655
88
$210K 0.24%
+10,464
89
$210K 0.24%
+2,697
90
$204K 0.23%
+2,684
91
$204K 0.23%
+5,544
1 2 3
4