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
$155M
AUM Growth
+$2.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$674K
3
+$576K
4
IBB icon
iShares Biotechnology ETF
IBB
+$317K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$279K

Top Sells

1
+$685K
2
+$612K
3
+$587K
4
T icon
AT&T
T
+$557K
5
BAC icon
Bank of America
BAC
+$484K

Sector Composition

1 Technology 31.93%
2 Healthcare 16.44%
3 Communication Services 12.6%
4 Consumer Staples 9.32%
5 Consumer Discretionary 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.99%
27,084
+1,483
27
$1.42M 0.92%
2,576
-145
28
$1.42M 0.92%
35,694
-12,182
29
$1.24M 0.8%
44,452
-16,034
30
$1.24M 0.8%
38,481
-5,207
31
$1.16M 0.75%
2,494
+184
32
$1.15M 0.74%
27,666
-14,129
33
$1.02M 0.66%
5,569
+17
34
$1.01M 0.65%
21,000
-56
35
$971K 0.63%
6,646
-2,159
36
$949K 0.61%
4,415
-309
37
$905K 0.58%
4,651
+387
38
$881K 0.57%
27,922
-10,524
39
$816K 0.53%
1,499
+8
40
$762K 0.49%
2,041
-980
41
$728K 0.47%
3,682
+5
42
$707K 0.46%
2,740
-778
43
$674K 0.44%
+6,295
44
$667K 0.43%
4,828
-288
45
$661K 0.43%
13,905
-4,136
46
$640K 0.41%
6,377
+62
47
$612K 0.39%
4,456
+2,308
48
$591K 0.38%
3,680
49
$579K 0.37%
12,703
-2,842
50
$559K 0.36%
23,554
+11,760
1
2
3 4