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
$134M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$374K
2
+$335K
3
+$325K
4
LMT icon
Lockheed Martin
LMT
+$267K
5
NFLX icon
Netflix
NFLX
+$249K

Top Sells

1
+$426K
2
+$371K
3
+$307K
4
VZ icon
Verizon
VZ
+$296K
5
PFE icon
Pfizer
PFE
+$294K

Sector Composition

1 Technology 28.67%
2 Healthcare 17.53%
3 Communication Services 11.42%
4 Consumer Staples 9.23%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$574K 0.43%
21,796
-4,609
52
$550K 0.41%
1,587
-105
53
$451K 0.34%
31,757
+194
54
$430K 0.32%
15,049
55
$413K 0.31%
2,425
+827
56
$413K 0.31%
2,524
57
$411K 0.31%
3,680
58
$407K 0.3%
853
-113
59
$379K 0.28%
5,681
-1,756
60
$360K 0.27%
14,193
-27
61
$360K 0.27%
17,364
-32
62
$359K 0.27%
29,471
-1,315
63
$355K 0.26%
2,083
64
$353K 0.26%
1,353
-764
65
$309K 0.23%
8,064
66
$301K 0.22%
10,106
67
$287K 0.21%
3,359
68
$282K 0.21%
837
-78
69
$266K 0.2%
9,072
70
$260K 0.19%
3,164
-617
71
$249K 0.19%
+512
72
$239K 0.18%
22,298
73
$231K 0.17%
2,085
-183
74
$227K 0.17%
4,610
-1,233
75
$224K 0.17%
2,762
-237
1 2
3
4