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
$174M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$1.16M
3
+$627K
4
LAES icon
SEALSQ Corp
LAES
+$615K
5
WKEY
WISeKey
WKEY
+$448K

Top Sells

1
+$661K
2
+$350K
3
+$207K
4
ABBV icon
AbbVie
ABBV
+$202K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$150K

Sector Composition

1 Technology 35.8%
2 Communication Services 12.19%
3 Healthcare 11.32%
4 Consumer Staples 9.13%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$615K 0.35%
+100,000
52
$600K 0.34%
9,000
53
$596K 0.34%
4,547
54
$577K 0.33%
15,896
55
$566K 0.32%
989
-75
56
$560K 0.32%
1,439
+4
57
$500K 0.29%
8,712
58
$458K 0.26%
26,536
-1,653
59
$448K 0.26%
+49,497
60
$436K 0.25%
740
-83
61
$431K 0.25%
483
+1
62
$417K 0.24%
13,268
-4,756
63
$416K 0.24%
3,735
-408
64
$409K 0.23%
14,666
-510
65
$399K 0.23%
15,049
-1,200
66
$398K 0.23%
763
-74
67
$392K 0.22%
2,000
68
$359K 0.21%
1,137
-168
69
$351K 0.2%
11,049
70
$347K 0.2%
4,589
-6
71
$345K 0.2%
12,643
-449
72
$342K 0.2%
10,906
-1,732
73
$304K 0.17%
1,319
74
$272K 0.16%
27,434
-1,015
75
$255K 0.15%
6,082
+3,100
1 2
3
4