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
$107M
AUM Growth
+$5.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$621K
2
+$289K
3
+$288K
4
ISRG icon
Intuitive Surgical
ISRG
+$244K
5
MMM icon
3M
MMM
+$242K

Top Sells

1
+$904K
2
+$735K
3
+$563K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$536K
5
EPD icon
Enterprise Products Partners
EPD
+$304K

Sector Composition

1 Healthcare 22.45%
2 Technology 19.16%
3 Consumer Staples 11.39%
4 Communication Services 9.64%
5 Energy 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 1.36%
12,054
-603
27
$1.39M 1.3%
10,467
-790
28
$1.36M 1.27%
8,011
-48
29
$1.31M 1.23%
6,304
-440
30
$1.29M 1.2%
38,867
+18,756
31
$1.01M 0.94%
7,434
-14
32
$932K 0.87%
63,770
+4,150
33
$894K 0.84%
12,750
34
$853K 0.8%
17,906
+219
35
$828K 0.77%
9,877
36
$808K 0.76%
17,668
+2,547
37
$782K 0.73%
2,278
+670
38
$756K 0.71%
7,492
+347
39
$752K 0.7%
9,266
-11,142
40
$750K 0.7%
8,637
-2,821
41
$652K 0.61%
15,134
+33
42
$642K 0.6%
10,100
+1
43
$642K 0.6%
10,139
44
$624K 0.58%
1,975
+15
45
$606K 0.57%
25,140
-12,592
46
$563K 0.53%
2,958
-207
47
$555K 0.52%
7,911
+1,832
48
$537K 0.5%
1,405
+17
49
$534K 0.5%
30,973
-158
50
$491K 0.46%
42,242
+914
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2
3 4