FWM

Finer Wealth Management Portfolio holdings

AUM $187M
1-Year Est. Return 28.03%
This Quarter Est. Return
1 Year Est. Return
+28.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.36M
3
+$780K
4
VZ icon
Verizon
VZ
+$722K
5
PLTR icon
Palantir
PLTR
+$494K

Top Sells

1
+$1.69M
2
+$1.1M
3
+$338K
4
MSTR icon
Strategy Inc
MSTR
+$275K
5
PFE icon
Pfizer
PFE
+$239K

Sector Composition

1 Technology 36.39%
2 Communication Services 13.64%
3 Consumer Staples 9.04%
4 Healthcare 8.87%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.89T
$14.7M 7.85%
29,509
-127
AAPL icon
2
Apple
AAPL
$3.9T
$13.8M 7.4%
67,477
-29
NVDA icon
3
NVIDIA
NVDA
$4.53T
$13.6M 7.24%
85,774
+586
LLY icon
4
Eli Lilly
LLY
$740B
$11.4M 6.07%
14,564
-434
META icon
5
Meta Platforms (Facebook)
META
$1.85T
$10.1M 5.4%
13,694
+112
AMZN icon
6
Amazon
AMZN
$2.39T
$9.65M 5.16%
43,975
+460
MSTR icon
7
Strategy Inc
MSTR
$83B
$8.99M 4.81%
22,248
-681
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$3.14T
$6.5M 3.47%
36,862
+355
JPM icon
9
JPMorgan Chase
JPM
$818B
$6.13M 3.28%
21,137
+357
WMT icon
10
Walmart
WMT
$846B
$4.78M 2.56%
48,904
+675
PG icon
11
Procter & Gamble
PG
$357B
$3.97M 2.12%
24,933
+677
CAT icon
12
Caterpillar
CAT
$245B
$3.9M 2.08%
10,041
+361
T icon
13
AT&T
T
$179B
$3.83M 2.05%
132,384
+26,947
MRK icon
14
Merck
MRK
$219B
$3.39M 1.81%
42,762
+430
CRM icon
15
Salesforce
CRM
$243B
$3.38M 1.81%
12,398
+159
ET icon
16
Energy Transfer Partners
ET
$57.4B
$3.34M 1.79%
184,413
+8,643
AMD icon
17
Advanced Micro Devices
AMD
$410B
$3.1M 1.66%
21,857
+1,778
VZ icon
18
Verizon
VZ
$164B
$3.09M 1.65%
71,425
+16,681
SCHW icon
19
Charles Schwab
SCHW
$171B
$2.91M 1.56%
31,939
+1,206
MCD icon
20
McDonald's
MCD
$218B
$2.81M 1.5%
9,622
+435
XOM icon
21
Exxon Mobil
XOM
$492B
$2.74M 1.47%
25,455
-202
TSM icon
22
TSMC
TSM
$1.53T
$2.65M 1.42%
11,701
-223
GBTC icon
23
Grayscale Bitcoin Trust
GBTC
$44.3B
$2.43M 1.3%
28,652
-362
IBIT icon
24
iShares Bitcoin Trust
IBIT
$84.7B
$2.43M 1.3%
39,668
+22,872
PEP icon
25
PepsiCo
PEP
$207B
$2.31M 1.23%
17,457
+1,133
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