FWM
Fingerlakes Wealth Management Portfolio holdings
AUM
$134M
This Quarter Return
+6.03%
1 Year Return
+13.89%
3 Year Return
+66.91%
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(+8%)
Cap. Flow
+$2.55M
Cap. Flow
% of AUM
2.12%
Top 10 Holdings %
Top 10 Hldgs %
40.9%
Holding
93
New
4
Increased
39
Reduced
43
Closed
4
Top Buys
| 1 |
JPMorgan BetaBuilders US Equity ETF
BBUS
|
$880K |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$599K |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
$588K |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$581K |
| 5 |
Invesco ESG NASDAQ 100 ETF
QQMG
|
$535K |
Top Sells
Sector Composition
| 1 | Technology | 10.98% |
| 2 | Consumer Discretionary | 3.87% |
| 3 | Industrials | 2.72% |
| 4 | Financials | 2.23% |
| 5 | Healthcare | 1.41% |
