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
$125M
AUM Growth
-$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$484K
2
+$409K
3
+$405K
4
JPM icon
JPMorgan Chase
JPM
+$316K
5
BAC icon
Bank of America
BAC
+$255K

Top Sells

1
+$402K
2
+$395K
3
+$361K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$356K
5
NFLX icon
Netflix
NFLX
+$259K

Sector Composition

1 Technology 25.56%
2 Healthcare 19.56%
3 Communication Services 11.08%
4 Consumer Staples 9.95%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$495K 0.4%
6,881
-656
52
$484K 0.39%
+8,824
53
$415K 0.33%
966
-116
54
$409K 0.33%
+1,000
55
$406K 0.32%
2,117
-639
56
$404K 0.32%
15,049
57
$396K 0.32%
31,563
+188
58
$382K 0.31%
30,786
-5,040
59
$354K 0.28%
2,524
+501
60
$335K 0.27%
14,220
+1,188
61
$324K 0.26%
2,083
62
$316K 0.25%
17,396
+1,184
63
$306K 0.24%
3,781
-1,760
64
$306K 0.24%
3,680
65
$288K 0.23%
8,064
66
$285K 0.23%
9,072
+29
67
$267K 0.21%
915
68
$254K 0.2%
+1,598
69
$254K 0.2%
8,642
-1,423
70
$248K 0.2%
10,106
71
$239K 0.19%
5,843
+353
72
$231K 0.19%
2,268
-532
73
$229K 0.18%
3,359
-871
74
$228K 0.18%
3,906
-1,038
75
$227K 0.18%
10,202
-1
1 2
3
4