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
$120M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.76M
3
+$5.49M
4
AMZN icon
Amazon
AMZN
+$4.62M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.48M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.06%
2 Healthcare 18.45%
3 Communication Services 13.62%
4 Consumer Staples 9.35%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$558K 0.46%
+20,000
52
$492K 0.41%
+2,210
53
$484K 0.4%
+8,064
54
$483K 0.4%
+802
55
$442K 0.37%
+4,750
56
$438K 0.36%
+918
57
$429K 0.36%
+5,000
58
$429K 0.36%
+15,924
59
$425K 0.35%
+8,959
60
$411K 0.34%
+3,986
61
$410K 0.34%
+16,130
62
$401K 0.33%
+2,333
63
$391K 0.32%
+10,011
64
$386K 0.32%
+7,106
65
$368K 0.31%
+18,255
66
$362K 0.3%
+16,968
67
$349K 0.29%
+972
68
$311K 0.26%
+22,984
69
$308K 0.26%
+5,431
70
$289K 0.24%
+2,405
71
$276K 0.23%
+10,000
72
$270K 0.22%
+12,273
73
$257K 0.21%
+671
74
$213K 0.18%
+8,114
75
$200K 0.17%
+2,757
1 2
3
4