We are live on ! Find out more
FWM

Finer Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 31.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$488K
2
+$322K
3
+$248K
4
TSLA icon
Tesla
TSLA
+$215K
5
ABBV icon
AbbVie
ABBV
+$208K

Top Sells

1
+$409K
2
+$266K
3
+$215K
4
KHC icon
Kraft Heinz
KHC
+$168K
5
KMB icon
Kimberly-Clark
KMB
+$161K

Sector Composition

1 Technology 37.42%
2 Communication Services 13.94%
3 Consumer Staples 8.43%
4 Healthcare 8.4%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.57M 1.28%
28,652
27
$2.52M 1.25%
17,921
+464
28
$2.42M 1.21%
15,601
-179
29
$1.84M 0.92%
3,695
-68
30
$1.77M 0.88%
26,719
31
$1.64M 0.82%
1,693
32
$1.54M 0.77%
30,780
-2,162
33
$1.38M 0.69%
5,677
-18
34
$1.37M 0.68%
20,760
-661
35
$1.35M 0.67%
9,380
+245
36
$1.28M 0.64%
3,590
+118
37
$1.23M 0.61%
3,723
+1
38
$1.1M 0.55%
16,021
39
$947K 0.47%
5,662
-128
40
$942K 0.47%
27,498
+3,113
41
$909K 0.45%
34,924
-6,186
42
$888K 0.44%
17,209
-2,099
43
$883K 0.44%
4,807
-492
44
$882K 0.44%
10,942
45
$844K 0.42%
1,267
-22
46
$836K 0.42%
29,953
-5,278
47
$827K 0.41%
15,583
-263
48
$765K 0.38%
4,125
-367
49
$659K 0.33%
9,000
50
$638K 0.32%
801
-6
1
2
3 4