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
$125M
AUM Growth
-$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$484K
2
+$409K
3
+$405K
4
JPM icon
JPMorgan Chase
JPM
+$316K
5
BAC icon
Bank of America
BAC
+$255K

Top Sells

1
+$402K
2
+$395K
3
+$361K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$356K
5
NFLX icon
Netflix
NFLX
+$259K

Sector Composition

1 Technology 25.56%
2 Healthcare 19.56%
3 Communication Services 11.08%
4 Consumer Staples 9.95%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 1.29%
3,186
-238
27
$1.61M 1.29%
53,437
-3,331
28
$1.56M 1.25%
5,504
-523
29
$1.4M 1.12%
41,640
+3,650
30
$1.27M 1.01%
90,236
+28,902
31
$1.14M 0.91%
11,049
+2,460
32
$1.1M 0.88%
4,780
-1,716
33
$994K 0.79%
20,299
+4,095
34
$977K 0.78%
18,169
-1,091
35
$934K 0.75%
5,448
-2,104
36
$907K 0.73%
3,624
+107
37
$780K 0.62%
2,412
-235
38
$760K 0.61%
8,742
+1,481
39
$753K 0.6%
6,230
-114
40
$743K 0.59%
17,668
41
$730K 0.58%
12,750
42
$723K 0.58%
26,405
-668
43
$706K 0.56%
5,357
+190
44
$642K 0.51%
7,925
-1,606
45
$603K 0.48%
10,377
+202
46
$601K 0.48%
7,437
47
$583K 0.47%
1,363
-49
48
$565K 0.45%
10,099
-4
49
$538K 0.43%
10,139
50
$511K 0.41%
1,692
-290
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2
3 4