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
$128M
AUM Growth
+$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$239K
2
+$153K
3
+$109K
4
NVDA icon
NVIDIA
NVDA
+$109K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$87.5K

Top Sells

1
+$266K
2
+$204K
3
+$146K
4
KMB icon
Kimberly-Clark
KMB
+$129K
5
MSFT icon
Microsoft
MSFT
+$117K

Sector Composition

1 Technology 25.86%
2 Healthcare 19.46%
3 Communication Services 10.82%
4 Consumer Staples 9.82%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 1.4%
3,424
-61
27
$1.76M 1.37%
56,768
-672
28
$1.54M 1.21%
6,496
+197
29
$1.45M 1.13%
50,390
+3,799
30
$1.35M 1.05%
37,990
+1,060
31
$1.35M 1.05%
7,552
+23
32
$997K 0.78%
19,260
-149
33
$978K 0.76%
8,589
+481
34
$921K 0.72%
3,517
-57
35
$876K 0.68%
6,344
-931
36
$854K 0.67%
2,647
-102
37
$851K 0.66%
9,531
+205
38
$800K 0.63%
17,668
39
$793K 0.62%
12,750
40
$779K 0.61%
61,334
41
$738K 0.58%
7,537
-172
42
$733K 0.57%
7,261
+552
43
$722K 0.56%
10,175
+250
44
$713K 0.56%
27,073
-85
45
$706K 0.55%
16,204
+626
46
$626K 0.49%
1,412
-19
47
$625K 0.49%
5,167
-502
48
$616K 0.48%
1,982
+4
49
$608K 0.48%
10,103
+3
50
$596K 0.47%
10,139
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