FWM

Fingerlakes Wealth Management Portfolio holdings

AUM $157M
1-Year Est. Return 18.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$749K
3
+$426K
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$338K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$280K

Top Sells

1
+$285K
2
+$204K
3
+$176K
4
AAPL icon
Apple
AAPL
+$166K
5
LOW icon
Lowe's Companies
LOW
+$115K

Sector Composition

1 Technology 8.79%
2 Consumer Discretionary 2.91%
3 Financials 1.9%
4 Industrials 1.49%
5 Communication Services 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$333K 0.25%
11,879
+43
77
$314K 0.23%
5,062
-35
78
$313K 0.23%
4,514
+172
79
$307K 0.23%
2,715
+11
80
$225K 0.17%
4,751
-1,632
81
$223K 0.17%
2,754
-75
82
$218K 0.16%
3,336
-133
83
$217K 0.16%
1,365
-9
84
$217K 0.16%
2,290
+10
85
$209K 0.16%
+2,618
86
$207K 0.15%
+1,378
87
$205K 0.15%
898
+3
88
$201K 0.15%
+2,189
89
$200K 0.15%
+4,944
90
$61K 0.05%
10,000
91
$54.1K 0.04%
+2,575
92
$42K 0.03%
+13,028
93
– –
-1,360
1 2 3
4