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
$162M
AUM Growth
+$7.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$715K
3
+$661K
4
CMS icon
CMS Energy
CMS
+$636K
5
ETHE
Grayscale Ethereum Trust ETF
ETHE
+$538K

Top Sells

1
+$816K
2
+$674K
3
+$505K
4
BAC icon
Bank of America
BAC
+$449K
5
BMY icon
Bristol-Myers Squibb
BMY
+$422K

Sector Composition

1 Technology 32.48%
2 Healthcare 14.4%
3 Communication Services 12.49%
4 Consumer Staples 10.04%
5 Consumer Discretionary 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$599K 0.37%
18,024
-9,898
52
$593K 0.37%
8,712
53
$581K 0.36%
15,896
+3,882
54
$581K 0.36%
1,435
-80
55
$538K 0.33%
+24,555
56
$527K 0.33%
1,064
-1
57
$475K 0.29%
823
58
$470K 0.29%
16,249
-28,203
59
$462K 0.29%
28,189
+98
60
$411K 0.25%
837
61
$399K 0.25%
4,143
-1,019
62
$396K 0.24%
2,000
63
$395K 0.24%
15,176
-1,032
64
$369K 0.23%
13,092
-600
65
$368K 0.23%
12,638
-2,359
66
$359K 0.22%
1,305
-563
67
$342K 0.21%
482
-1
68
$325K 0.2%
11,049
69
$321K 0.2%
4,595
-197
70
$300K 0.19%
28,449
-802
71
$286K 0.18%
2,761
-1
72
$253K 0.16%
2,808
73
$234K 0.14%
1,319
74
$228K 0.14%
+1,032
75
$202K 0.12%
+1,025
1 2
3
4