FWM

Finer Wealth Management Portfolio holdings

AUM $201M
1-Year Est. Return 34.97%
This Quarter Est. Return
1 Year Est. Return
+34.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$549K
2
+$322K
3
+$275K
4
ETH
Grayscale Ethereum Mini Trust ETF
ETH
+$263K
5
ABBV icon
AbbVie
ABBV
+$237K

Top Sells

1
+$409K
2
+$266K
3
+$207K
4
KHC icon
Kraft Heinz
KHC
+$161K
5
KMB icon
Kimberly-Clark
KMB
+$155K

Sector Composition

1 Technology 37.42%
2 Communication Services 13.94%
3 Consumer Staples 8.43%
4 Healthcare 8.4%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GBTC icon
26
Grayscale Bitcoin Trust
GBTC
$36B
$2.57M 1.28%
28,652
PEP icon
27
PepsiCo
PEP
$206B
$2.52M 1.25%
17,921
+464
CVX icon
28
Chevron
CVX
$300B
$2.42M 1.21%
15,601
-179
LMT icon
29
Lockheed Martin
LMT
$111B
$1.84M 0.92%
3,695
-68
KO icon
30
Coca-Cola
KO
$303B
$1.77M 0.88%
26,719
ASML icon
31
ASML
ASML
$420B
$1.64M 0.82%
1,693
SUN icon
32
Sunoco
SUN
$10.1B
$1.54M 0.77%
30,780
-2,162
GOOG icon
33
Alphabet (Google) Class C
GOOG
$3.75T
$1.38M 0.69%
5,677
-18
MO icon
34
Altria Group
MO
$98.6B
$1.37M 0.68%
20,760
-661
IBB icon
35
iShares Biotechnology ETF
IBB
$8.49B
$1.35M 0.67%
9,380
+245
GLD icon
36
SPDR Gold Trust
GLD
$145B
$1.28M 0.64%
3,590
+118
AVGO icon
37
Broadcom
AVGO
$1.7T
$1.23M 0.61%
3,723
+1
CSCO icon
38
Cisco
CSCO
$307B
$1.1M 0.55%
16,021
RTX icon
39
RTX Corp
RTX
$240B
$947K 0.47%
5,662
-128
ETHE
40
Grayscale Ethereum Trust ETF
ETHE
$3.46B
$942K 0.47%
27,498
+3,113
KHC icon
41
Kraft Heinz
KHC
$28.9B
$909K 0.45%
34,924
-6,186
BAC icon
42
Bank of America
BAC
$403B
$888K 0.44%
17,209
-2,099
TXN icon
43
Texas Instruments
TXN
$163B
$883K 0.44%
4,807
-492
XEL icon
44
Xcel Energy
XEL
$44.5B
$882K 0.44%
10,942
SPY icon
45
SPDR S&P 500 ETF Trust
SPY
$700B
$844K 0.42%
1,267
-22
SCHA icon
46
Schwab U.S Small- Cap ETF
SCHA
$19.6B
$836K 0.42%
29,953
-5,278
BTI icon
47
British American Tobacco
BTI
$124B
$827K 0.41%
15,583
-263
JNJ icon
48
Johnson & Johnson
JNJ
$510B
$765K 0.38%
4,125
-367
CMS icon
49
CMS Energy
CMS
$21.3B
$659K 0.33%
9,000
GS icon
50
Goldman Sachs
GS
$266B
$638K 0.32%
801
-6
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