FWM

Finer Wealth Management Portfolio holdings

AUM $207M
1-Year Est. Return 28.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
-$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$633K
2
+$564K
3
+$536K
4
TSLA icon
Tesla
TSLA
+$311K
5
ABBV icon
AbbVie
ABBV
+$214K

Top Sells

1
+$549K
2
+$424K
3
+$320K
4
AAPL icon
Apple
AAPL
+$262K
5
BMY icon
Bristol-Myers Squibb
BMY
+$171K

Sector Composition

1 Technology 33.32%
2 Communication Services 12.46%
3 Healthcare 11.82%
4 Consumer Staples 9.92%
5 Consumer Discretionary 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$642K 0.38%
4,512
-35
52
$639K 0.38%
5,881
+8
53
$633K 0.38%
+7,504
54
$612K 0.37%
3,653
55
$542K 0.32%
991
+2
56
$541K 0.32%
8,712
57
$528K 0.32%
1,440
+1
58
$437K 0.26%
26,645
+109
59
$435K 0.26%
4,670
-160
60
$416K 0.25%
740
61
$400K 0.24%
11,049
62
$391K 0.23%
1,115
-22
63
$388K 0.23%
2,000
64
$375K 0.22%
12,216
-1,052
65
$374K 0.22%
24,555
66
$373K 0.22%
753
-10
67
$372K 0.22%
14,862
+196
68
$358K 0.21%
12,790
+147
69
$356K 0.21%
10,437
-469
70
$349K 0.21%
3,541
-194
71
$270K 0.16%
1,316
-3
72
$260K 0.16%
100,000
73
$258K 0.15%
2,808
74
$248K 0.15%
997
-17
75
$240K 0.14%
2,761
1 2
3
4