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
$107M
AUM Growth
+$5.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$621K
2
+$289K
3
+$288K
4
ISRG icon
Intuitive Surgical
ISRG
+$244K
5
MMM icon
3M
MMM
+$242K

Top Sells

1
+$904K
2
+$735K
3
+$563K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$536K
5
EPD icon
Enterprise Products Partners
EPD
+$304K

Sector Composition

1 Healthcare 22.45%
2 Technology 19.16%
3 Consumer Staples 11.39%
4 Communication Services 9.64%
5 Energy 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$491K 0.46%
4,658
-6,968
52
$488K 0.46%
5,504
-328
53
$474K 0.44%
6,361
+2,611
54
$450K 0.42%
15,000
55
$449K 0.42%
37,787
56
$434K 0.41%
3,527
+21
57
$431K 0.4%
4,535
-10
58
$380K 0.36%
15,084
+78
59
$373K 0.35%
5,239
-531
60
$362K 0.34%
9,043
+1,245
61
$349K 0.33%
11,269
-5,279
62
$331K 0.31%
1,896
-109
63
$327K 0.31%
851
-15
64
$324K 0.3%
3,473
-81
65
$316K 0.3%
2,083
66
$312K 0.29%
8,064
67
$307K 0.29%
4,745
+1,419
68
$302K 0.28%
5,000
69
$298K 0.28%
19,568
-310
70
$258K 0.24%
5,169
+375
71
$251K 0.24%
18,092
+592
72
$244K 0.23%
4,841
-4,928
73
$244K 0.23%
+919
74
$242K 0.23%
+2,412
75
$239K 0.22%
+4,280
1 2
3
4