FWM

Finer Wealth Management Portfolio holdings

AUM $207M
1-Year Est. Return 28.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.66%
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
26
$1.92M 1.15%
26,789
-236
27
$1.89M 1.13%
29,014
-1,554
28
$1.86M 1.12%
32,083
+1,056
29
$1.5M 0.9%
3,347
+185
30
$1.27M 0.76%
4,890
+1,202
31
$1.26M 0.76%
21,063
32
$1.25M 0.75%
41,228
+1,615
33
$1.2M 0.72%
9,361
+785
34
$1.1M 0.66%
2,214
-35
35
$1.05M 0.63%
3,640
-1,112
36
$1.01M 0.61%
16,380
37
$1.01M 0.6%
5,594
-216
38
$920K 0.55%
39,275
-4,098
39
$880K 0.53%
21,079
-921
40
$869K 0.52%
5,565
-3
41
$805K 0.48%
4,857
-8
42
$796K 0.48%
13,047
-2,804
43
$786K 0.47%
16,796
+12,043
44
$785K 0.47%
5,929
-39
45
$775K 0.46%
10,942
46
$720K 0.43%
1,287
-117
47
$683K 0.41%
1,455
-70
48
$676K 0.41%
9,000
49
$656K 0.39%
15,846
-50
50
$649K 0.39%
2,200
-73
1
2
3 4