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
$102M
AUM Growth
-$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$142K
2
+$107K
3
+$101K
4
MCD icon
McDonald's
MCD
+$66.7K
5
KHC icon
Kraft Heinz
KHC
+$63.6K

Top Sells

1
+$523K
2
+$230K
3
+$158K
4
CSCO icon
Cisco
CSCO
+$80.1K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$64K

Sector Composition

1 Healthcare 20.82%
2 Technology 19.77%
3 Communication Services 11.35%
4 Consumer Staples 10.25%
5 Consumer Discretionary 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$496K 0.49%
1,388
+78
52
$471K 0.46%
1,608
+366
53
$463K 0.46%
41,328
54
$429K 0.42%
9,769
-29
55
$423K 0.42%
15,000
56
$417K 0.41%
37,787
57
$397K 0.39%
6,079
-138
58
$393K 0.39%
4,545
59
$383K 0.38%
3,165
-40
60
$339K 0.33%
3,554
-27
61
$336K 0.33%
8,064
62
$332K 0.33%
15,006
+645
63
$331K 0.33%
2,005
64
$311K 0.31%
866
65
$302K 0.3%
19,878
-673
66
$282K 0.28%
2,083
67
$277K 0.27%
7,798
68
$273K 0.27%
5,000
69
$257K 0.25%
3,750
+190
70
$251K 0.25%
21,844
-3,112
71
$244K 0.24%
17,500
+1,328
72
$241K 0.24%
9,966
-2,648
73
$240K 0.24%
4,794
+1
74
$211K 0.21%
3,326
+415
75
$164K 0.16%
10,344
1 2
3
4