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
$118M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$543K
2
+$391K
3
+$353K
4
AMD icon
Advanced Micro Devices
AMD
+$330K
5
ET icon
Energy Transfer Partners
ET
+$294K

Top Sells

1
+$195K
2
+$182K
3
+$150K
4
WBD icon
Warner Bros
WBD
+$103K
5
LLY icon
Eli Lilly
LLY
+$102K

Sector Composition

1 Technology 23.69%
2 Healthcare 19.44%
3 Communication Services 10.97%
4 Consumer Staples 10.43%
5 Energy 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$584K 0.49%
1,978
+3
52
$566K 0.48%
6,887
-2,379
53
$529K 0.45%
41,992
-250
54
$507K 0.43%
7,627
-284
55
$442K 0.37%
15,000
56
$412K 0.35%
4,529
-6
57
$402K 0.34%
5,293
+54
58
$395K 0.33%
960
+109
59
$393K 0.33%
31,180
+207
60
$377K 0.32%
11,155
-114
61
$361K 0.31%
3,293
-1,365
62
$353K 0.3%
+10,203
63
$346K 0.29%
14,181
-903
64
$339K 0.29%
5,000
65
$338K 0.29%
1,896
66
$331K 0.28%
8,064
67
$321K 0.27%
2,083
68
$318K 0.27%
9,043
69
$293K 0.25%
17,972
-120
70
$272K 0.23%
+10,106
71
$266K 0.22%
18,245
-1,323
72
$260K 0.22%
4,748
-93
73
$256K 0.22%
3,444
-29
74
$256K 0.22%
+1,950
75
$255K 0.22%
4,230
-939
1 2
3
4