FWM
Fingerlakes Wealth Management Portfolio holdings
AUM
$134M
This Quarter Return
+11.63%
1 Year Return
+13.89%
3 Year Return
+66.91%
5 Year Return
–
10 Year Return
–
AUM
$88.8M
AUM Growth
–
Cap. Flow
+$88.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.1%
Holding
91
New
91
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$7.21M |
| 2 |
Apple
AAPL
|
$7.11M |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
$3.73M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$3.49M |
| 5 |
Vanguard Information Technology ETF
VGT
|
$3.14M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.73% |
| 2 | Consumer Discretionary | 5.66% |
| 3 | Industrials | 3.84% |
| 4 | Financials | 3.05% |
| 5 | Utilities | 2.01% |
