FWM

Fingerlakes Wealth Management Portfolio holdings

AUM $151M
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$837K
3
+$706K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$498K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$383K

Top Sells

1
+$223K
2
+$200K
3
+$85.2K
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$82.6K
5
AAPL icon
Apple
AAPL
+$59.9K

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
– –
-2,754
1 2 3 4
5