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
$134M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$374K
2
+$335K
3
+$325K
4
LMT icon
Lockheed Martin
LMT
+$267K
5
NFLX icon
Netflix
NFLX
+$249K

Top Sells

1
+$426K
2
+$371K
3
+$307K
4
VZ icon
Verizon
VZ
+$296K
5
PFE icon
Pfizer
PFE
+$294K

Sector Composition

1 Technology 28.67%
2 Healthcare 17.53%
3 Communication Services 11.42%
4 Consumer Staples 9.23%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 1.22%
4,099
-769
27
$1.58M 1.18%
114,489
+24,253
28
$1.58M 1.17%
2,967
-219
29
$1.53M 1.14%
41,288
-352
30
$1.45M 1.08%
46,558
-6,879
31
$1.33M 0.99%
22,276
+1,977
32
$1.23M 0.91%
4,475
-1,029
33
$1.01M 0.75%
5,271
-177
34
$981K 0.73%
14,255
+5,431
35
$980K 0.73%
9,427
+685
36
$918K 0.68%
18,166
-3
37
$908K 0.68%
3,653
+29
38
$873K 0.65%
3,353
-1,427
39
$798K 0.59%
2,069
-343
40
$789K 0.59%
12,750
41
$760K 0.57%
5,394
+37
42
$752K 0.56%
6,191
-39
43
$720K 0.54%
1,588
+588
44
$704K 0.52%
1,480
+117
45
$638K 0.47%
10,330
-47
46
$630K 0.47%
15,612
-2,056
47
$595K 0.44%
10,101
+2
48
$589K 0.44%
10,139
49
$576K 0.43%
6,842
-39
50
$575K 0.43%
6,364
-1,561
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