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
$102M
AUM Growth
-$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$142K
2
+$107K
3
+$101K
4
MCD icon
McDonald's
MCD
+$66.7K
5
KHC icon
Kraft Heinz
KHC
+$63.6K

Top Sells

1
+$523K
2
+$230K
3
+$158K
4
CSCO icon
Cisco
CSCO
+$80.1K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$64K

Sector Composition

1 Healthcare 20.82%
2 Technology 19.77%
3 Communication Services 11.35%
4 Consumer Staples 10.25%
5 Consumer Discretionary 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 1.33%
5,856
+289
27
$1.25M 1.23%
8,059
+73
28
$1.21M 1.19%
11,562
+571
29
$1.2M 1.18%
6,744
+135
30
$1.19M 1.18%
35,798
+1,906
31
$1.19M 1.17%
11,626
-1,545
32
$1.08M 1.06%
11,458
+148
33
$930K 0.92%
3,506
+26
34
$897K 0.88%
37,732
-347
35
$838K 0.82%
7,448
+471
36
$816K 0.8%
12,750
37
$770K 0.76%
9,877
38
$724K 0.71%
59,620
+1,180
39
$707K 0.7%
17,687
-2,004
40
$611K 0.6%
31,131
+5,125
41
$611K 0.6%
15,121
42
$607K 0.6%
20,111
+4,709
43
$594K 0.58%
16,548
-3
44
$590K 0.58%
10,139
45
$588K 0.58%
15,101
+1,463
46
$585K 0.58%
7,145
-44
47
$566K 0.56%
10,099
48
$561K 0.55%
5,832
-48
49
$541K 0.53%
1,960
+3
50
$497K 0.49%
5,770
+49
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