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
$162M
AUM Growth
+$7.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$715K
3
+$661K
4
CMS icon
CMS Energy
CMS
+$636K
5
ETHE
Grayscale Ethereum Trust ETF
ETHE
+$538K

Top Sells

1
+$816K
2
+$674K
3
+$505K
4
BAC icon
Bank of America
BAC
+$449K
5
BMY icon
Bristol-Myers Squibb
BMY
+$422K

Sector Composition

1 Technology 32.48%
2 Healthcare 14.4%
3 Communication Services 12.49%
4 Consumer Staples 10.04%
5 Consumer Discretionary 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 1.05%
2,910
+416
27
$1.62M 1%
30,106
+3,022
28
$1.48M 0.91%
2,385
-191
29
$1.42M 0.87%
40,321
+1,840
30
$1.15M 0.71%
5,580
+929
31
$1.08M 0.67%
7,449
+2,993
32
$1.08M 0.67%
21,146
+8,443
33
$1.01M 0.62%
19,519
-8,147
34
$973K 0.6%
4,004
-411
35
$967K 0.6%
24,380
-11,314
36
$960K 0.59%
3,669
-13
37
$930K 0.57%
5,565
-4
38
$930K 0.57%
36,118
+12,564
39
$872K 0.54%
16,380
+2,475
40
$822K 0.51%
5,070
-1,576
41
$809K 0.5%
1,411
-88
42
$772K 0.48%
6,371
-6
43
$753K 0.46%
14,911
-6,089
44
$715K 0.44%
+10,942
45
$699K 0.43%
2,349
-391
46
$663K 0.41%
1,589
-452
47
$661K 0.41%
+6,152
48
$647K 0.4%
4,547
-281
49
$636K 0.39%
+9,000
50
$630K 0.39%
3,650
-30
1
2
3 4