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
76
$279K 0.27%
5,585
+245
77
$274K 0.26%
5,458
+177
78
$265K 0.26%
2,007
+13
79
$258K 0.25%
1,477
+11
80
$256K 0.25%
3,361
-275
81
$255K 0.25%
4,445
+322
82
$240K 0.23%
2,753
+1
83
$239K 0.23%
+1,254
84
$239K 0.23%
+3,933
85
$237K 0.23%
3,293
-1,122
86
$227K 0.22%
8,694
+716
87
$223K 0.22%
3,520
-23
88
$213K 0.21%
+1,696
89
$204K 0.2%
+2,250
90
$25.5K 0.02%
10,000
1 2 3
4