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
$152M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$617K
3
+$566K
4
NVDA icon
NVIDIA
NVDA
+$516K
5
AMZN icon
Amazon
AMZN
+$481K

Top Sells

1
+$622K
2
+$589K
3
+$443K
4
PFE icon
Pfizer
PFE
+$402K
5
JNJ icon
Johnson & Johnson
JNJ
+$376K

Sector Composition

1 Technology 29.18%
2 Healthcare 17.27%
3 Communication Services 12.1%
4 Consumer Staples 9.02%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$617K 0.41%
10,330
52
$616K 0.4%
6,315
-527
53
$612K 0.4%
10,139
54
$488K 0.32%
3,680
55
$483K 0.32%
2,529
+5
56
$451K 0.3%
15,461
-6,335
57
$448K 0.29%
853
58
$429K 0.28%
15,049
59
$389K 0.26%
29,290
-181
60
$388K 0.25%
4,924
-757
61
$385K 0.25%
27,971
-3,786
62
$380K 0.25%
2,083
63
$367K 0.24%
15,828
-1,536
64
$350K 0.23%
13,038
-1,155
65
$334K 0.22%
837
66
$326K 0.21%
2,762
-597
67
$302K 0.2%
8,064
68
$295K 0.19%
+2,148
69
$294K 0.19%
483
-29
70
$290K 0.19%
+11,794
71
$284K 0.19%
10,106
72
$277K 0.18%
9,072
73
$251K 0.17%
22,298
74
$208K 0.14%
3,581
-1,029
75
$206K 0.14%
2,243
1 2
3
4