FWM

Finer Wealth Management Portfolio holdings

AUM $207M
1-Year Est. Return 28.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$6.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.42M
3
+$811K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$670K
5
SLV icon
iShares Silver Trust
SLV
+$551K

Top Sells

1
+$2.47M
2
+$1.54M
3
+$1.45M
4
LLY icon
Eli Lilly
LLY
+$763K
5
LMT icon
Lockheed Martin
LMT
+$633K

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
CVX icon
26
Chevron
CVX
$375B
$2.36M 1.14%
15,515
-86
GBTC icon
27
Grayscale Bitcoin Trust
GBTC
$30.3B
$1.91M 0.92%
27,871
-781
KO icon
28
Coca-Cola
KO
$337B
$1.86M 0.9%
26,668
-51
GLD icon
29
SPDR Gold Trust
GLD
$155B
$1.86M 0.9%
4,687
+1,097
ASML icon
30
ASML
ASML
$534B
$1.81M 0.88%
1,693
IBB icon
31
iShares Biotechnology ETF
IBB
$8.07B
$1.7M 0.82%
10,072
+692
SHY icon
32
iShares 1-3 Year Treasury Bond ETF
SHY
$25.6B
$1.68M 0.82%
+20,341
GOOG icon
33
Alphabet (Google) Class C
GOOG
$4.2T
$1.68M 0.81%
5,354
-323
LQD icon
34
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.1B
$1.42M 0.69%
12,920
+7,295
AVGO icon
35
Broadcom
AVGO
$1.89T
$1.41M 0.68%
4,073
+350
CSCO icon
36
Cisco
CSCO
$343B
$1.26M 0.61%
16,334
+313
MO icon
37
Altria Group
MO
$113B
$1.2M 0.58%
20,760
LMT icon
38
Lockheed Martin
LMT
$118B
$1.15M 0.56%
2,372
-1,323
RTX icon
39
RTX Corp
RTX
$237B
$1.04M 0.5%
5,668
+6
ETHE
40
Grayscale Ethereum Staking ETF Shares
ETHE
$1.94B
$939K 0.45%
38,525
+11,027
SPY icon
41
State Street SPDR S&P 500 ETF Trust
SPY
$727B
$906K 0.44%
1,329
+62
BAC icon
42
Bank of America
BAC
$375B
$899K 0.44%
16,353
-856
BTI icon
43
British American Tobacco
BTI
$127B
$879K 0.43%
15,531
-52
JNJ icon
44
Johnson & Johnson
JNJ
$548B
$839K 0.41%
4,056
-69
XEL icon
45
Xcel Energy
XEL
$49.6B
$808K 0.39%
10,942
MU icon
46
Micron Technology
MU
$569B
$788K 0.38%
2,761
SLV icon
47
iShares Silver Trust
SLV
$37.5B
$709K 0.34%
+11,001
CMS icon
48
CMS Energy
CMS
$23.4B
$629K 0.3%
9,000
UNH icon
49
UnitedHealth
UNH
$333B
$627K 0.3%
1,900
+859
INTC icon
50
Intel
INTC
$425B
$627K 0.3%
16,986
+1,169
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