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
$155M
AUM Growth
+$2.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$674K
3
+$576K
4
IBB icon
iShares Biotechnology ETF
IBB
+$317K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$279K

Top Sells

1
+$685K
2
+$612K
3
+$587K
4
T icon
AT&T
T
+$557K
5
BAC icon
Bank of America
BAC
+$484K

Sector Composition

1 Technology 31.93%
2 Healthcare 16.44%
3 Communication Services 12.6%
4 Consumer Staples 9.32%
5 Consumer Discretionary 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$522K 0.34%
1,515
-105
52
$513K 0.33%
5,162
-155
53
$494K 0.32%
8,712
-1,618
54
$490K 0.32%
1,868
-495
55
$482K 0.31%
1,065
-643
56
$450K 0.29%
823
-30
57
$435K 0.28%
14,997
-464
58
$409K 0.26%
16,208
+380
59
$393K 0.25%
28,091
+120
60
$381K 0.25%
4,792
-132
61
$372K 0.24%
837
62
$372K 0.24%
12,014
+2,942
63
$367K 0.24%
29,251
-39
64
$365K 0.24%
2,000
-83
65
$363K 0.23%
2,762
66
$355K 0.23%
13,692
+654
67
$342K 0.22%
11,049
-4,000
68
$326K 0.21%
483
69
$219K 0.14%
22,298
70
$218K 0.14%
2,808
71
$211K 0.14%
3,551
-30
72
$210K 0.14%
+1,319
73
$31K 0.02%
+18,680
74
– –
-10,106
75
– –
-10,139
1 2
3
4