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
$122M
AUM Growth
+$1.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$423K
3
+$372K
4
T icon
AT&T
T
+$363K
5
SUN icon
Sunoco
SUN
+$342K

Top Sells

1
+$213K
2
+$200K
3
+$153K
4
DAL icon
Delta Air Lines
DAL
+$138K
5
RTX icon
RTX Corp
RTX
+$130K

Sector Composition

1 Technology 22.84%
2 Healthcare 18.29%
3 Communication Services 12.63%
4 Consumer Staples 9.04%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$507K 0.41%
5,086
-1,282
52
$497K 0.41%
19,247
+6,974
53
$463K 0.38%
8,064
54
$460K 0.38%
11,157
-1,695
55
$460K 0.38%
15,000
-5,000
56
$423K 0.35%
+37,787
57
$422K 0.34%
2,055
-155
58
$416K 0.34%
918
59
$410K 0.33%
7,839
-1,120
60
$400K 0.33%
16,130
61
$394K 0.32%
22,733
-251
62
$388K 0.32%
3,833
-153
63
$387K 0.32%
14,733
-1,191
64
$378K 0.31%
2,333
65
$372K 0.3%
+8,427
66
$370K 0.3%
4,752
+2
67
$342K 0.28%
+8,373
68
$322K 0.26%
5,054
-377
69
$316K 0.26%
5,000
70
$310K 0.25%
2,974
+569
71
$305K 0.25%
813
+11
72
$301K 0.25%
16,084
-884
73
$300K 0.24%
+4,208
74
$293K 0.24%
972
75
$280K 0.23%
+2,564
1 2
3
4