FWM

Finer Wealth Management Portfolio holdings

AUM $201M
1-Year Est. Return 34.97%
This Quarter Est. Return
1 Year Est. Return
+34.97%
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
CVX icon
26
Chevron
CVX
$311B
$2.26M 1.21%
15,780
-331
KO icon
27
Coca-Cola
KO
$303B
$1.89M 1.01%
26,719
-70
SUN icon
28
Sunoco
SUN
$9.65B
$1.77M 0.94%
32,942
+859
TSLA icon
29
Tesla
TSLA
$1.48T
$1.75M 0.93%
5,497
+607
LMT icon
30
Lockheed Martin
LMT
$105B
$1.74M 0.93%
3,763
+416
PLTR icon
31
Palantir
PLTR
$461B
$1.52M 0.81%
11,129
+3,625
ASML icon
32
ASML
ASML
$403B
$1.36M 0.73%
+1,693
MO icon
33
Altria Group
MO
$96.6B
$1.26M 0.67%
21,421
+358
IBB icon
34
iShares Biotechnology ETF
IBB
$6.38B
$1.16M 0.62%
9,135
-226
CSCO icon
35
Cisco
CSCO
$284B
$1.11M 0.59%
16,021
-359
TXN icon
36
Texas Instruments
TXN
$146B
$1.1M 0.59%
5,299
-295
KHC icon
37
Kraft Heinz
KHC
$28.9B
$1.06M 0.57%
41,110
-118
GLD icon
38
SPDR Gold Trust
GLD
$131B
$1.06M 0.57%
3,472
-168
AVGO icon
39
Broadcom
AVGO
$1.69T
$1.03M 0.55%
3,722
+69
GOOG icon
40
Alphabet (Google) Class C
GOOG
$3.51T
$1.01M 0.54%
5,695
+130
BAC icon
41
Bank of America
BAC
$390B
$914K 0.49%
19,308
-1,771
SCHA icon
42
Schwab U.S Small- Cap ETF
SCHA
$20.5B
$891K 0.48%
35,231
-4,044
RTX icon
43
RTX Corp
RTX
$240B
$845K 0.45%
5,790
-139
SPY icon
44
SPDR S&P 500 ETF Trust
SPY
$677B
$796K 0.43%
1,289
+2
BTI icon
45
British American Tobacco
BTI
$121B
$750K 0.4%
15,846
XEL icon
46
Xcel Energy
XEL
$47.6B
$745K 0.4%
10,942
JNJ icon
47
Johnson & Johnson
JNJ
$454B
$686K 0.37%
4,492
-365
DE icon
48
Deere & Co
DE
$128B
$669K 0.36%
1,315
-140
LQD icon
49
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.9B
$632K 0.34%
5,763
-118
NFLX icon
50
Netflix
NFLX
$475B
$626K 0.33%
467
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