FWM
Fingerlakes Wealth Management Portfolio holdings
AUM
$134M
This Quarter Return
+11.7%
1 Year Return
+13.89%
3 Year Return
+66.91%
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$134M
(+14%)
Cap. Flow
+$3.73M
Cap. Flow
% of AUM
2.78%
Top 10 Holdings %
Top 10 Hldgs %
44.32%
Holding
93
New
7
Increased
42
Reduced
41
Closed
1
Top Buys
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$316K |
| 2 |
PepsiCo
PEP
|
$204K |
| 3 |
CSX Corp
CSX
|
$191K |
| 4 |
Apple
AAPL
|
$169K |
| 5 |
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% |
