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
$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
CMS icon
51
CMS Energy
CMS
$22.3B
$624K 0.33%
9,000
GS icon
52
Goldman Sachs
GS
$245B
$571K 0.31%
807
-184
KMB icon
53
Kimberly-Clark
KMB
$39.9B
$565K 0.3%
4,382
-130
ES icon
54
Eversource Energy
ES
$27.5B
$554K 0.3%
8,712
BMY icon
55
Bristol-Myers Squibb
BMY
$88.2B
$509K 0.27%
10,998
-2,049
ETHE
56
Grayscale Ethereum Trust ETF
ETHE
$4.69B
$509K 0.27%
24,385
-170
HD icon
57
Home Depot
HD
$383B
$485K 0.26%
1,322
-118
IVV icon
58
iShares Core S&P 500 ETF
IVV
$678B
$429K 0.23%
691
-49
VIG icon
59
Vanguard Dividend Appreciation ETF
VIG
$99.5B
$409K 0.22%
2,000
ISRG icon
60
Intuitive Surgical
ISRG
$194B
$409K 0.22%
753
EBC icon
61
Eastern Bankshares
EBC
$3.46B
$409K 0.22%
26,775
+130
INTC icon
62
Intel
INTC
$190B
$408K 0.22%
18,202
-75,425
APD icon
63
Air Products & Chemicals
APD
$57.2B
$406K 0.22%
1,440
-760
CNP icon
64
CenterPoint Energy
CNP
$25.8B
$406K 0.22%
11,049
LAES icon
65
SEALSQ Corp
LAES
$1.21B
$403K 0.22%
100,000
SCHG icon
66
Schwab US Large-Cap Growth ETF
SCHG
$53.7B
$398K 0.21%
13,622
-1,240
DIS icon
67
Walt Disney
DIS
$201B
$352K 0.19%
2,839
-702
MU icon
68
Micron Technology
MU
$247B
$340K 0.18%
2,761
MSTY icon
69
YieldMax MSTR Option Income Strategy ETF
MSTY
$3.39B
$330K 0.18%
+14,874
WKEY
70
WISeKey
WKEY
$132M
$325K 0.17%
49,497
V icon
71
Visa
V
$676B
$322K 0.17%
908
-207
EPD icon
72
Enterprise Products Partners
EPD
$67.2B
$316K 0.17%
10,195
-242
DEFT
73
Defi Technologies
DEFT
$802M
$299K 0.16%
+102,000
IBM icon
74
IBM
IBM
$290B
$294K 0.16%
997
PFF icon
75
iShares Preferred and Income Securities ETF
PFF
$14.7B
$289K 0.15%
9,430
-2,786
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3
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