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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
$198M
AUM Growth
-$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$647K
3
+$445K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$420K
5
RTX icon
RTX Corp
RTX
+$388K

Top Sells

1
+$1.43M
2
+$546K
3
+$516K
4
LLY icon
Eli Lilly
LLY
+$446K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$363K

Sector Composition

1 Technology 32.71%
2 Communication Services 14.11%
3 Healthcare 10.34%
4 Consumer Staples 9.29%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMS icon
51
CMS Energy
CMS
$22.7B
$698K 0.35%
9,000
DE icon
52
Deere & Co
DE
$156B
$686K 0.35%
1,217
-4
ES icon
53
Eversource Energy
ES
$25.8B
$612K 0.31%
8,838
+149
UNH icon
54
UnitedHealth
UNH
$371B
$594K 0.3%
2,194
+294
GS icon
55
Goldman Sachs
GS
$314B
$571K 0.29%
675
-8
ABBV icon
56
AbbVie
ABBV
$402B
$504K 0.25%
2,318
+9
BTC
57
Grayscale Bitcoin Mini Trust ETF
BTC
$3.37B
$502K 0.25%
16,736
+9,790
NFLX icon
58
Netflix
NFLX
$338B
$493K 0.25%
5,130
-83
ET icon
59
Energy Transfer Partners
ET
$65.6B
$481K 0.24%
24,945
-3,500
CNP icon
60
CenterPoint Energy
CNP
$28.1B
$477K 0.24%
11,050
+1
SCHA icon
61
Schwab U.S Small- Cap ETF
SCHA
$23.4B
$450K 0.23%
15,474
-5,383
IVV icon
62
iShares Core S&P 500 ETF
IVV
$838B
$444K 0.22%
679
-14
VIG icon
63
Vanguard Dividend Appreciation ETF
VIG
$109B
$430K 0.22%
2,000
HD icon
64
Home Depot
HD
$327B
$419K 0.21%
1,274
-44
BRK.B icon
65
Berkshire Hathaway Class B
BRK.B
$1.06T
$410K 0.21%
+856
TXN icon
66
Texas Instruments
TXN
$274B
$378K 0.19%
1,948
-803
SCHG icon
67
Schwab US Large-Cap Growth ETF
SCHG
$58.2B
$357K 0.18%
12,259
-302
KHC icon
68
Kraft Heinz
KHC
$28.9B
$328K 0.17%
14,564
-5,798
SO icon
69
Southern Company
SO
$106B
$325K 0.16%
3,371
+756
USO icon
70
United States Oil Fund
USO
$1.83B
$325K 0.16%
+2,553
SCCO icon
71
Southern Copper
SCCO
$158B
$322K 0.16%
+1,893
PFE icon
72
Pfizer
PFE
$149B
$316K 0.16%
11,243
+3,191
DIS icon
73
Walt Disney
DIS
$174B
$312K 0.16%
3,237
+404
WKEY
74
WISeKey
WKEY
$85.8M
$304K 0.15%
49,497
BMY icon
75
Bristol-Myers Squibb
BMY
$117B
$303K 0.15%
5,002
-408
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3
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