FWM
Fingerlakes Wealth Management Portfolio holdings
AUM
$153M
1-Year Est. Return
17.29%
1 Year Est. Return
+17.29%
AUM
$153M
AUM Growth
+$19.3M
(+14%)
Holding
101
Top Buys
| 1 | +$1.98M | |
| 2 | +$862K | |
| 3 | +$739K | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$530K |
| 5 |
iShares Russell Top 200 Growth ETF
IWY
|
+$405K |
Top Sells
| 1 | +$223K | |
| 2 | +$200K | |
| 3 | +$88.5K | |
| 4 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
+$88.2K |
| 5 |
Apple
AAPL
|
+$67.5K |
Sector Composition
| 1 | Technology | 10.24% |
| 2 | Consumer Discretionary | 2.95% |
| 3 | Financials | 1.68% |
| 4 | Industrials | 1.46% |
| 5 | Communication Services | 1.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
| – | – |
-2,754
|
|