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
$167M
AUM Growth
-$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$633K
2
+$564K
3
+$536K
4
TSLA icon
Tesla
TSLA
+$311K
5
ABBV icon
AbbVie
ABBV
+$214K

Top Sells

1
+$549K
2
+$424K
3
+$320K
4
AAPL icon
Apple
AAPL
+$262K
5
BMY icon
Bristol-Myers Squibb
BMY
+$171K

Sector Composition

1 Technology 33.32%
2 Communication Services 12.46%
3 Healthcare 11.82%
4 Consumer Staples 9.92%
5 Consumer Discretionary 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KO icon
26
Coca-Cola
KO
$300B
$1.92M 1.15%
26,789
-236
GBTC icon
27
Grayscale Bitcoin Trust
GBTC
$46.2B
$1.89M 1.13%
29,014
-1,554
SUN icon
28
Sunoco
SUN
$7.46B
$1.86M 1.12%
32,083
+1,056
LMT icon
29
Lockheed Martin
LMT
$113B
$1.5M 0.9%
3,347
+185
TSLA icon
30
Tesla
TSLA
$1.53T
$1.27M 0.76%
4,890
+1,202
MO icon
31
Altria Group
MO
$107B
$1.26M 0.76%
21,063
KHC icon
32
Kraft Heinz
KHC
$30.1B
$1.25M 0.75%
41,228
+1,615
IBB icon
33
iShares Biotechnology ETF
IBB
$6.28B
$1.2M 0.72%
9,361
+785
TMO icon
34
Thermo Fisher Scientific
TMO
$213B
$1.1M 0.66%
2,214
-35
GLD icon
35
SPDR Gold Trust
GLD
$128B
$1.05M 0.63%
3,640
-1,112
CSCO icon
36
Cisco
CSCO
$281B
$1.01M 0.61%
16,380
TXN icon
37
Texas Instruments
TXN
$154B
$1.01M 0.6%
5,594
-216
SCHA icon
38
Schwab U.S Small- Cap ETF
SCHA
$21B
$920K 0.55%
39,275
-4,098
BAC icon
39
Bank of America
BAC
$388B
$880K 0.53%
21,079
-921
GOOG icon
40
Alphabet (Google) Class C
GOOG
$3.26T
$869K 0.52%
5,565
-3
JNJ icon
41
Johnson & Johnson
JNJ
$459B
$805K 0.48%
4,857
-8
BMY icon
42
Bristol-Myers Squibb
BMY
$88.3B
$796K 0.48%
13,047
-2,804
IBIT icon
43
iShares Bitcoin Trust
IBIT
$88.4B
$786K 0.47%
16,796
+12,043
RTX icon
44
RTX Corp
RTX
$239B
$785K 0.47%
5,929
-39
XEL icon
45
Xcel Energy
XEL
$47.6B
$775K 0.46%
10,942
SPY icon
46
SPDR S&P 500 ETF Trust
SPY
$679B
$720K 0.43%
1,287
-117
DE icon
47
Deere & Co
DE
$129B
$683K 0.41%
1,455
-70
CMS icon
48
CMS Energy
CMS
$22.2B
$676K 0.41%
9,000
BTI icon
49
British American Tobacco
BTI
$114B
$656K 0.39%
15,846
-50
APD icon
50
Air Products & Chemicals
APD
$56.9B
$649K 0.39%
2,200
-73
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