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
$110M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$459K
2
+$383K
3
+$342K
4
BTI icon
British American Tobacco
BTI
+$335K
5
WBD icon
Warner Bros
WBD
+$335K

Top Sells

1
+$523K
2
+$316K
3
+$305K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$300K
5
ISRG icon
Intuitive Surgical
ISRG
+$293K

Sector Composition

1 Healthcare 20.77%
2 Technology 19.93%
3 Communication Services 12.9%
4 Consumer Staples 10.11%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 1.32%
13,171
-2,349
27
$1.37M 1.25%
5,567
+1,166
28
$1.34M 1.23%
7,986
+48
29
$1.3M 1.19%
6,609
-27
30
$1.29M 1.18%
33,892
+728
31
$1.24M 1.13%
10,991
+1,420
32
$1.07M 0.97%
11,310
+1,517
33
$943K 0.86%
6,977
-351
34
$928K 0.85%
38,079
+18,832
35
$902K 0.82%
12,750
36
$886K 0.81%
58,440
+3,880
37
$840K 0.77%
19,691
+1,239
38
$834K 0.76%
9,877
-3,745
39
$781K 0.71%
3,480
+57
40
$691K 0.63%
7,189
-51
41
$684K 0.62%
10,139
-2,731
42
$644K 0.59%
5,880
-400
43
$635K 0.58%
10,099
44
$633K 0.58%
16,551
+8,124
45
$632K 0.58%
15,121
+7,282
46
$537K 0.49%
1,957
-154
47
$508K 0.46%
13,638
+5,265
48
$505K 0.46%
9,798
+4,744
49
$499K 0.46%
6,217
-826
50
$494K 0.45%
1,310
-332
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