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
$110M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$459K
2
+$383K
3
+$342K
4
BTI icon
British American Tobacco
BTI
+$335K
5
WBD icon
Warner Bros
WBD
+$335K

Top Sells

1
+$523K
2
+$316K
3
+$305K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$300K
5
ISRG icon
Intuitive Surgical
ISRG
+$293K

Sector Composition

1 Healthcare 20.77%
2 Technology 19.93%
3 Communication Services 12.9%
4 Consumer Staples 10.11%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$480K 0.44%
26,006
+138
52
$479K 0.44%
15,402
+4,245
53
$460K 0.42%
41,328
-3,596
54
$444K 0.41%
15,000
55
$438K 0.4%
3,205
-132
56
$436K 0.4%
4,545
-541
57
$400K 0.36%
5,721
+564
58
$377K 0.34%
37,787
59
$375K 0.34%
20,551
-2,182
60
$371K 0.34%
8,064
61
$369K 0.34%
1,242
+594
62
$343K 0.31%
14,361
-372
63
$340K 0.31%
2,005
-50
64
$335K 0.31%
+7,798
65
$335K 0.31%
+24,956
66
$332K 0.3%
3,581
-252
67
$328K 0.3%
866
-52
68
$310K 0.28%
12,614
-3,516
69
$299K 0.27%
2,083
-250
70
$291K 0.27%
3,560
+586
71
$274K 0.25%
5,000
72
$265K 0.24%
4,793
+41
73
$235K 0.21%
16,172
+88
74
$230K 0.21%
+2,132
75
$223K 0.2%
2,911
+347
1 2
3
4