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
$153M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$862K
3
+$739K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$530K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$405K

Top Sells

1
+$223K
2
+$200K
3
+$88.5K
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$88.2K
5
AAPL icon
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
OXLC
101
Oxford Lane Capital
OXLC
$1.08B
– –
-2,575
1 2 3 4
5