FWM
Finer Wealth Management Portfolio holdings
AUM
$207M
1-Year Est. Return
28.66%
This Fund
S&P 500
1 Year Est. Return
+28.66%
AUM
$207M
AUM Growth
+$6.01M
(+3%)
Holding
91
Top Buys
| 1 | +$1.68M | |
| 2 | +$1.37M | |
| 3 | +$804K | |
| 4 |
iShares Silver Trust
SLV
|
+$709K |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$586K |
Top Sells
| 1 | +$2.45M | |
| 2 | +$1.54M | |
| 3 | +$957K | |
| 4 |
Eli Lilly
LLY
|
+$858K |
| 5 |
Lockheed Martin
LMT
|
+$640K |
Sector Composition
| 1 | Technology | 36.14% |
| 2 | Communication Services | 14.06% |
| 3 | Healthcare | 10.73% |
| 4 | Consumer Discretionary | 8.31% |
| 5 | Consumer Staples | 8.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.8T
| $18.7M | 9.07% |
68,954
+752
|
|
||
2
Microsoft
MSFT
$3.57T
| $15.7M | 7.59% |
32,422
+2,834
|
|
||
3
NVIDIA
NVDA
$4.58T
| $15.6M | 7.57% |
83,846
-1,636
|
|
||
|
4
Eli Lilly
LLY
$930B
| $14.6M | 7.08% |
13,612
-798
|
|
||
5
Alphabet (Google) Class A
GOOGL
$4.04T
| $11.5M | 5.58% |
36,845
+90
|
|
||
6
Amazon
AMZN
$2.62T
| $10.4M | 5.01% |
44,853
+754
|
|
||
7
Meta Platforms (Facebook)
META
$1.7T
| $9.14M | 4.42% |
13,840
+166
|
|
||
8
JPMorgan Chase
JPM
$810B
| $6.96M | 3.37% |
21,591
+388
|
|
||
9
Caterpillar
CAT
$298B
| $5.75M | 2.78% |
10,039
-123
|
|
||
10
Walmart Inc
WMT
$938B
| $5.54M | 2.68% |
49,683
+926
|
|
||
11
Advanced Micro Devices
AMD
$410B
| $4.85M | 2.35% |
22,632
+64
|
|
||
12
Merck
MRK
$267B
| $4.8M | 2.32% |
45,580
+1,746
|
|
||
13
Procter & Gamble
PG
$347B
| $3.8M | 1.84% |
26,546
+1,212
|
|
||
14
Salesforce
CRM
$214B
| $3.54M | 1.71% |
13,371
+655
|
|
||
15
TSMC
TSM
$1.75T
| $3.45M | 1.67% |
11,346
-204
|
|
||
16
Charles Schwab
SCHW
$183B
| $3.27M | 1.58% |
32,702
+698
|
|
||
17
McDonald's
MCD
$224B
| $3.25M | 1.57% |
10,630
+640
|
|
||
18
AT&T
T
$163B
| $3.14M | 1.52% |
126,292
-3,115
|
|
||
19
Tesla
TSLA
$1.43T
| $3.12M | 1.51% |
6,935
+819
|
|
||
20
Exxon Mobil
XOM
$577B
| $3.06M | 1.48% |
25,408
+278
|
|
||
21
Palantir
PLTR
$395B
| $2.93M | 1.42% |
16,501
+2,363
|
|
||
|
22
iShares Bitcoin Trust
IBIT
$69.6B
| $2.8M | 1.36% |
56,426
+11,802
|
|
||
23
Verizon
VZ
$167B
| $2.77M | 1.34% |
68,075
-1,859
|
|
||
24
PepsiCo
PEP
$199B
| $2.72M | 1.32% |
18,979
+1,058
|
|
||
25
Strategy Inc
MSTR
$46.8B
| $2.42M | 1.17% |
15,948
-6,300
|
|