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
$187M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.36M
3
+$780K
4
VZ icon
Verizon
VZ
+$722K
5
PLTR icon
Palantir
PLTR
+$494K

Top Sells

1
+$1.69M
2
+$1.1M
3
+$338K
4
MSTR icon
Strategy Inc
MSTR
+$275K
5
PFE icon
Pfizer
PFE
+$239K

Sector Composition

1 Technology 36.39%
2 Communication Services 13.64%
3 Consumer Staples 9.04%
4 Healthcare 8.87%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 1.21%
15,780
-331
27
$1.89M 1.01%
26,719
-70
28
$1.77M 0.94%
32,942
+859
29
$1.75M 0.93%
5,497
+607
30
$1.74M 0.93%
3,763
+416
31
$1.52M 0.81%
11,129
+3,625
32
$1.36M 0.73%
+1,693
33
$1.26M 0.67%
21,421
+358
34
$1.16M 0.62%
9,135
-226
35
$1.11M 0.59%
16,021
-359
36
$1.1M 0.59%
5,299
-295
37
$1.06M 0.57%
41,110
-118
38
$1.06M 0.57%
3,472
-168
39
$1.03M 0.55%
3,722
+69
40
$1.01M 0.54%
5,695
+130
41
$914K 0.49%
19,308
-1,771
42
$891K 0.48%
35,231
-4,044
43
$845K 0.45%
5,790
-139
44
$796K 0.43%
1,289
+2
45
$750K 0.4%
15,846
46
$745K 0.4%
10,942
47
$686K 0.37%
4,492
-365
48
$669K 0.36%
1,315
-140
49
$632K 0.34%
5,763
-118
50
$626K 0.33%
4,670
1
2
3 4