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FWM

Finer Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 31.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
-$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$647K
3
+$445K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$420K
5
RTX icon
RTX Corp
RTX
+$388K

Top Sells

1
+$1.43M
2
+$546K
3
+$516K
4
LLY icon
Eli Lilly
LLY
+$446K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$363K

Sector Composition

1 Technology 32.71%
2 Communication Services 14.11%
3 Healthcare 10.34%
4 Consumer Staples 9.29%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLD icon
26
SPDR Gold Trust
GLD
$139B
$2.12M 1.07%
4,925
+238
KO icon
27
Coca-Cola
KO
$355B
$2.1M 1.06%
27,638
+970
CRM icon
28
Salesforce
CRM
$136B
$2M 1.01%
10,735
-2,636
MO icon
29
Altria Group
MO
$120B
$1.72M 0.87%
26,122
+5,362
GOOG icon
30
Alphabet (Google) Class C
GOOG
$4.37T
$1.64M 0.83%
5,706
+352
RTX icon
31
RTX Corp
RTX
$247B
$1.47M 0.74%
7,620
+1,952
SHY icon
32
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$1.43M 0.72%
17,313
-3,028
EIRL icon
33
iShares MSCI Ireland ETF
EIRL
$90.4M
$1.42M 0.72%
+20,596
LQD icon
34
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.6B
$1.41M 0.71%
12,914
-6
IBB icon
35
iShares Biotechnology ETF
IBB
$7.89B
$1.35M 0.68%
7,987
-2,085
LMT icon
36
Lockheed Martin
LMT
$125B
$1.27M 0.64%
2,104
-268
AVGO icon
37
Broadcom
AVGO
$1.82T
$1.27M 0.64%
4,105
+32
CSCO icon
38
Cisco
CSCO
$477B
$1.27M 0.64%
16,334
GBTC icon
39
Grayscale Bitcoin Trust
GBTC
$9.57B
$1.15M 0.58%
21,771
-6,100
JNJ icon
40
Johnson & Johnson
JNJ
$580B
$990K 0.5%
4,048
-8
BTI icon
41
British American Tobacco
BTI
$135B
$956K 0.48%
16,350
+819
MU icon
42
Micron Technology
MU
$1.11T
$933K 0.47%
2,761
XEL icon
43
Xcel Energy
XEL
$49.5B
$869K 0.44%
10,942
SPY icon
44
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$859K 0.43%
1,321
-8
SLV icon
45
iShares Silver Trust
SLV
$32.7B
$845K 0.43%
12,400
+1,399
COST icon
46
Costco
COST
$436B
$765K 0.39%
768
+457
BAC icon
47
Bank of America
BAC
$398B
$764K 0.39%
15,681
-672
ETHE
48
Grayscale Ethereum Staking ETF Shares
ETHE
$1.35B
$744K 0.38%
43,600
+5,075
MSTR icon
49
Strategy Inc
MSTR
$43.8B
$740K 0.37%
5,929
-10,019
INTC icon
50
Intel
INTC
$626B
$720K 0.36%
16,310
-676
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