FWM
Fingerlakes Wealth Management Portfolio holdings
AUM
$134M
This Quarter Return
+8.31%
1 Year Return
+13.89%
3 Year Return
+66.91%
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
+$104M
(+11%)
Cap. Flow
+$3.57M
Cap. Flow
% of AUM
3.45%
Top 10 Holdings %
Top 10 Hldgs %
39.49%
Holding
90
New
5
Increased
51
Reduced
27
Closed
–
Top Buys
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
$614K |
| 2 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$475K |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$298K |
| 4 |
NVIDIA
NVDA
|
$283K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$274K |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$140K |
| 2 |
CSX Corp
CSX
|
$107K |
| 3 |
Sempra
SRE
|
$80.6K |
| 4 |
Apple
AAPL
|
$67.2K |
| 5 |
Invesco QQQ Trust
QQQ
|
$33.7K |
Sector Composition
| 1 | Technology | 10.49% |
| 2 | Consumer Discretionary | 4.27% |
| 3 | Industrials | 2.88% |
| 4 | Financials | 2.41% |
| 5 | Healthcare | 1.63% |
