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
$152M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$617K
3
+$566K
4
NVDA icon
NVIDIA
NVDA
+$516K
5
AMZN icon
Amazon
AMZN
+$481K

Top Sells

1
+$622K
2
+$589K
3
+$443K
4
PFE icon
Pfizer
PFE
+$402K
5
JNJ icon
Johnson & Johnson
JNJ
+$376K

Sector Composition

1 Technology 29.18%
2 Healthcare 17.27%
3 Communication Services 12.1%
4 Consumer Staples 9.02%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 1.06%
43,688
+2,400
27
$1.6M 1.05%
22,084
+7,829
28
$1.58M 1.04%
2,721
-246
29
$1.55M 1.02%
11,401
+1,974
30
$1.54M 1.01%
25,601
+3,325
31
$1.39M 0.91%
8,805
-2,375
32
$1.24M 0.82%
3,021
-1,078
33
$1.24M 0.81%
38,446
-8,112
34
$1.2M 0.79%
+21,056
35
$1.05M 0.69%
2,310
+722
36
$972K 0.64%
4,724
-547
37
$900K 0.59%
18,041
-125
38
$852K 0.56%
3,518
-957
39
$845K 0.56%
5,552
+158
40
$780K 0.51%
1,491
+11
41
$743K 0.49%
4,264
+1,839
42
$713K 0.47%
1,708
-361
43
$685K 0.45%
12,750
44
$678K 0.45%
15,545
-67
45
$662K 0.43%
5,116
-1,075
46
$660K 0.43%
2,363
-990
47
$651K 0.43%
5,317
-1,047
48
$646K 0.42%
3,677
+24
49
$621K 0.41%
1,620
+33
50
$618K 0.41%
10,101
1
2
3 4