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
$207M
AUM Growth
+$6.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.37M
3
+$804K
4
SLV icon
iShares Silver Trust
SLV
+$709K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$586K

Top Sells

1
+$2.45M
2
+$1.54M
3
+$957K
4
LLY icon
Eli Lilly
LLY
+$858K
5
LMT icon
Lockheed Martin
LMT
+$640K

Sector Composition

1 Technology 36.14%
2 Communication Services 14.06%
3 Healthcare 10.73%
4 Consumer Discretionary 8.31%
5 Consumer Staples 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GS icon
51
Goldman Sachs
GS
$279B
$600K 0.29%
683
-118
SCHA icon
52
Schwab U.S Small- Cap ETF
SCHA
$20.5B
$594K 0.29%
20,857
-9,096
ES icon
53
Eversource Energy
ES
$26.4B
$585K 0.28%
8,689
DE icon
54
Deere & Co
DE
$140B
$569K 0.28%
1,221
-24
ABBV icon
55
AbbVie
ABBV
$396B
$528K 0.26%
2,309
+1,287
KHC icon
56
Kraft Heinz
KHC
$28.1B
$494K 0.24%
20,362
-14,562
NFLX icon
57
Netflix
NFLX
$361B
$489K 0.24%
5,213
+593
TXN icon
58
Texas Instruments
TXN
$179B
$477K 0.23%
2,751
-2,056
IVV icon
59
iShares Core S&P 500 ETF
IVV
$768B
$475K 0.23%
693
ET icon
60
Energy Transfer Partners
ET
$61.7B
$469K 0.23%
28,445
-148,468
HD icon
61
Home Depot
HD
$379B
$454K 0.22%
1,318
+4
VIG icon
62
Vanguard Dividend Appreciation ETF
VIG
$104B
$440K 0.21%
2,000
CNP icon
63
CenterPoint Energy
CNP
$25.7B
$424K 0.21%
11,049
SCHG icon
64
Schwab US Large-Cap Growth ETF
SCHG
$53.3B
$410K 0.2%
12,561
-156
WKEY
65
WISeKey
WKEY
$93.5M
$389K 0.19%
49,497
LAES icon
66
SEALSQ Corp
LAES
$852M
$380K 0.18%
100,451
+451
DIS icon
67
Walt Disney
DIS
$196B
$322K 0.16%
2,833
-6
WFC icon
68
Wells Fargo
WFC
$272B
$301K 0.15%
3,230
IBM icon
69
IBM
IBM
$275B
$297K 0.14%
1,004
HBR
70
Canary HBAR ETF
HBR
$294K 0.14%
+20,100
BMY icon
71
Bristol-Myers Squibb
BMY
$113B
$292K 0.14%
5,410
-995
BTC
72
Grayscale Bitcoin Mini Trust ETF
BTC
$3.9B
$269K 0.13%
6,946
-155
COST icon
73
Costco
COST
$434B
$268K 0.13%
+311
V icon
74
Visa
V
$627B
$264K 0.13%
754
-89
ISRG icon
75
Intuitive Surgical
ISRG
$186B
$264K 0.13%
466
-226
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3
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