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
$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
KMB icon
51
Kimberly-Clark
KMB
$40B
$642K 0.38%
4,512
-35
LQD icon
52
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.4B
$639K 0.38%
5,881
+8
PLTR icon
53
Palantir
PLTR
$452B
$633K 0.38%
+7,504
AVGO icon
54
Broadcom
AVGO
$1.71T
$612K 0.37%
3,653
GS icon
55
Goldman Sachs
GS
$244B
$542K 0.32%
991
+2
ES icon
56
Eversource Energy
ES
$27.6B
$541K 0.32%
8,712
HD icon
57
Home Depot
HD
$384B
$528K 0.32%
1,440
+1
EBC icon
58
Eastern Bankshares
EBC
$3.43B
$437K 0.26%
26,645
+109
NFLX icon
59
Netflix
NFLX
$466B
$435K 0.26%
467
-16
IVV icon
60
iShares Core S&P 500 ETF
IVV
$679B
$416K 0.25%
740
CNP icon
61
CenterPoint Energy
CNP
$25.8B
$400K 0.24%
11,049
V icon
62
Visa
V
$675B
$391K 0.23%
1,115
-22
VIG icon
63
Vanguard Dividend Appreciation ETF
VIG
$99.6B
$388K 0.23%
2,000
PFF icon
64
iShares Preferred and Income Securities ETF
PFF
$14.7B
$375K 0.22%
12,216
-1,052
ETHE
65
Grayscale Ethereum Trust ETF
ETHE
$4.75B
$374K 0.22%
24,555
ISRG icon
66
Intuitive Surgical
ISRG
$195B
$373K 0.22%
753
-10
SCHG icon
67
Schwab US Large-Cap Growth ETF
SCHG
$53.8B
$372K 0.22%
14,862
+196
SCHD icon
68
Schwab US Dividend Equity ETF
SCHD
$70.7B
$358K 0.21%
12,790
+147
EPD icon
69
Enterprise Products Partners
EPD
$67.3B
$356K 0.21%
10,437
-469
DIS icon
70
Walt Disney
DIS
$202B
$349K 0.21%
3,541
-194
RCL icon
71
Royal Caribbean
RCL
$86.6B
$270K 0.16%
1,316
-3
LAES icon
72
SEALSQ Corp
LAES
$1.26B
$260K 0.16%
100,000
SO icon
73
Southern Company
SO
$105B
$258K 0.15%
2,808
IBM icon
74
IBM
IBM
$289B
$248K 0.15%
997
-17
MU icon
75
Micron Technology
MU
$245B
$240K 0.14%
2,761
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