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
$120M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.76M
3
+$5.49M
4
AMZN icon
Amazon
AMZN
+$4.62M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.48M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.06%
2 Healthcare 18.45%
3 Communication Services 13.62%
4 Consumer Staples 9.35%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 1.2%
+9,303
27
$1.42M 1.18%
+6,540
28
$1.37M 1.14%
+8,038
29
$1.34M 1.11%
+14,766
30
$1.29M 1.07%
+43,900
31
$1.25M 1.04%
+7,907
32
$1.2M 1%
+3,411
33
$1.19M 0.99%
+19,478
34
$1.18M 0.98%
+18,672
35
$1.17M 0.97%
+8,202
36
$1.08M 0.9%
+30,231
37
$1.07M 0.89%
+4,003
38
$1.01M 0.84%
+5,364
39
$897K 0.74%
+43,198
40
$863K 0.72%
+12,750
41
$851K 0.71%
+5,880
42
$839K 0.7%
+2,021
43
$837K 0.69%
+12,870
44
$767K 0.64%
+1,616
45
$736K 0.61%
+8,551
46
$720K 0.6%
+3,574
47
$643K 0.53%
+40,544
48
$626K 0.52%
+10,569
49
$572K 0.47%
+12,852
50
$567K 0.47%
+6,368
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