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
$128M
AUM Growth
+$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$239K
2
+$153K
3
+$109K
4
NVDA icon
NVIDIA
NVDA
+$109K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$87.5K

Top Sells

1
+$266K
2
+$204K
3
+$146K
4
KMB icon
Kimberly-Clark
KMB
+$129K
5
MSFT icon
Microsoft
MSFT
+$117K

Sector Composition

1 Technology 25.86%
2 Healthcare 19.46%
3 Communication Services 10.82%
4 Consumer Staples 9.82%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$582K 0.45%
2,756
-138
52
$542K 0.42%
35,826
-6,166
53
$482K 0.38%
1,082
+122
54
$473K 0.37%
7,437
-190
55
$449K 0.35%
5,541
-1,346
56
$439K 0.34%
15,049
+49
57
$402K 0.31%
5,000
58
$385K 0.3%
31,375
+195
59
$367K 0.29%
10,065
-1,090
60
$356K 0.28%
1,901
+5
61
$346K 0.27%
8,064
62
$338K 0.26%
2,083
63
$330K 0.26%
4,944
-349
64
$319K 0.25%
3,680
65
$315K 0.25%
13,032
-1,149
66
$313K 0.24%
915
67
$304K 0.24%
16,212
-1,760
68
$303K 0.24%
2,800
-493
69
$300K 0.23%
9,043
70
$291K 0.23%
10,203
71
$271K 0.21%
2,023
+73
72
$270K 0.21%
10,106
73
$267K 0.21%
4,230
74
$267K 0.21%
3,169
-1,360
75
$259K 0.2%
587
+6
1 2
3
4