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
$118M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$543K
2
+$391K
3
+$353K
4
AMD icon
Advanced Micro Devices
AMD
+$330K
5
ET icon
Energy Transfer Partners
ET
+$294K

Top Sells

1
+$195K
2
+$182K
3
+$150K
4
WBD icon
Warner Bros
WBD
+$103K
5
LLY icon
Eli Lilly
LLY
+$102K

Sector Composition

1 Technology 23.69%
2 Healthcare 19.44%
3 Communication Services 10.97%
4 Consumer Staples 10.43%
5 Energy 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.49%
6,126
-163
27
$1.72M 1.46%
6,158
+150
28
$1.43M 1.21%
36,930
+1,087
29
$1.42M 1.2%
6,299
-5
30
$1.38M 1.17%
7,529
-482
31
$1.33M 1.13%
46,591
+7,724
32
$1.01M 0.86%
19,409
+1,503
33
$976K 0.83%
7,275
-159
34
$934K 0.79%
9,326
+689
35
$899K 0.76%
2,749
+471
36
$860K 0.73%
12,750
37
$795K 0.67%
8,108
+3,363
38
$788K 0.67%
17,668
39
$777K 0.66%
9,925
+48
40
$765K 0.65%
61,334
+23,547
41
$755K 0.64%
7,709
+217
42
$741K 0.63%
3,574
+47
43
$703K 0.59%
27,158
+2,018
44
$684K 0.58%
15,578
+444
45
$626K 0.53%
10,100
46
$624K 0.53%
6,709
+348
47
$622K 0.53%
10,139
48
$615K 0.52%
2,894
-64
49
$590K 0.5%
5,669
+165
50
$586K 0.5%
1,431
+26
1
2
3 4