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
$201M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$549K
2
+$322K
3
+$275K
4
ETH
Grayscale Ethereum Mini Trust ETF
ETH
+$263K
5
ABBV icon
AbbVie
ABBV
+$237K

Top Sells

1
+$409K
2
+$266K
3
+$207K
4
KHC icon
Kraft Heinz
KHC
+$161K
5
KMB icon
Kimberly-Clark
KMB
+$155K

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
LQD icon
51
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.1B
$627K 0.31%
5,625
-138
ES icon
52
Eversource Energy
ES
$25.6B
$618K 0.31%
8,689
-23
DE icon
53
Deere & Co
DE
$131B
$569K 0.28%
1,245
-70
NFLX icon
54
Netflix
NFLX
$404B
$554K 0.28%
4,620
-50
HD icon
55
Home Depot
HD
$358B
$532K 0.27%
1,314
-8
INTC icon
56
Intel
INTC
$180B
$531K 0.26%
15,817
-2,385
IVV icon
57
iShares Core S&P 500 ETF
IVV
$732B
$464K 0.23%
693
+2
MU icon
58
Micron Technology
MU
$271B
$462K 0.23%
2,761
VIG icon
59
Vanguard Dividend Appreciation ETF
VIG
$102B
$432K 0.22%
2,000
CNP icon
60
CenterPoint Energy
CNP
$24.7B
$429K 0.21%
11,049
SCHG icon
61
Schwab US Large-Cap Growth ETF
SCHG
$52.1B
$406K 0.2%
12,717
-905
KMB icon
62
Kimberly-Clark
KMB
$34.2B
$390K 0.19%
3,135
-1,247
LAES icon
63
SEALSQ Corp
LAES
$759M
$374K 0.19%
100,000
BTC
64
Grayscale Bitcoin Mini Trust ETF
BTC
$3.94B
$360K 0.18%
7,101
+1,417
UNH icon
65
UnitedHealth
UNH
$310B
$359K 0.18%
1,041
+267
DIS icon
66
Walt Disney
DIS
$199B
$325K 0.16%
2,839
EPD icon
67
Enterprise Products Partners
EPD
$69.5B
$319K 0.16%
10,204
+9
WKEY
68
WISeKey
WKEY
$88.1M
$315K 0.16%
49,497
ISRG icon
69
Intuitive Surgical
ISRG
$192B
$309K 0.15%
692
-61
BMY icon
70
Bristol-Myers Squibb
BMY
$107B
$289K 0.14%
6,405
-4,593
V icon
71
Visa
V
$671B
$288K 0.14%
843
-65
IBM icon
72
IBM
IBM
$289B
$283K 0.14%
1,004
+7
APD icon
73
Air Products & Chemicals
APD
$54.1B
$282K 0.14%
1,035
-405
PFF icon
74
iShares Preferred and Income Securities ETF
PFF
$14.3B
$273K 0.14%
8,620
-810
WFC icon
75
Wells Fargo
WFC
$291B
$271K 0.13%
3,230
-34
1 2
3
4