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
$122M
AUM Growth
+$1.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$423K
3
+$372K
4
T icon
AT&T
T
+$363K
5
SUN icon
Sunoco
SUN
+$342K

Top Sells

1
+$213K
2
+$200K
3
+$153K
4
DAL icon
Delta Air Lines
DAL
+$138K
5
RTX icon
RTX Corp
RTX
+$130K

Sector Composition

1 Technology 22.84%
2 Healthcare 18.29%
3 Communication Services 12.63%
4 Consumer Staples 9.04%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 1.25%
6,118
-366
27
$1.49M 1.22%
54,560
+10,660
28
$1.47M 1.2%
6,636
+96
29
$1.43M 1.17%
7,938
-100
30
$1.34M 1.1%
9,793
+490
31
$1.31M 1.07%
33,164
+2,933
32
$1.3M 1.07%
9,571
+1,664
33
$1.23M 1%
3,423
+12
34
$1.2M 0.98%
13,622
-1,144
35
$1.09M 0.89%
4,401
+398
36
$1.03M 0.84%
18,452
-220
37
$920K 0.75%
12,750
38
$903K 0.74%
7,328
-874
39
$900K 0.73%
12,870
40
$878K 0.72%
6,280
+400
41
$760K 0.62%
44,924
+1,726
42
$742K 0.61%
1,642
+26
43
$717K 0.59%
7,240
-1,311
44
$639K 0.52%
3,337
-237
45
$632K 0.52%
2,111
+90
46
$626K 0.51%
10,099
-470
47
$596K 0.49%
5,157
-207
48
$557K 0.45%
25,868
+7,613
49
$523K 0.43%
40,544
50
$522K 0.43%
7,043
-63
1
2
3 4