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
$187M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.36M
3
+$780K
4
VZ icon
Verizon
VZ
+$722K
5
PLTR icon
Palantir
PLTR
+$494K

Top Sells

1
+$1.69M
2
+$1.1M
3
+$338K
4
MSTR icon
Strategy Inc
MSTR
+$275K
5
PFE icon
Pfizer
PFE
+$239K

Sector Composition

1 Technology 36.39%
2 Communication Services 13.64%
3 Consumer Staples 9.04%
4 Healthcare 8.87%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$624K 0.33%
9,000
52
$571K 0.31%
807
-184
53
$565K 0.3%
4,382
-130
54
$554K 0.3%
8,712
55
$509K 0.27%
10,998
-2,049
56
$509K 0.27%
24,385
-170
57
$485K 0.26%
1,322
-118
58
$429K 0.23%
691
-49
59
$409K 0.22%
2,000
60
$409K 0.22%
753
61
$409K 0.22%
26,775
+130
62
$408K 0.22%
18,202
-75,425
63
$406K 0.22%
1,440
-760
64
$406K 0.22%
11,049
65
$403K 0.22%
100,000
66
$398K 0.21%
13,622
-1,240
67
$352K 0.19%
2,839
-702
68
$340K 0.18%
2,761
69
$330K 0.18%
+2,975
70
$325K 0.17%
49,497
71
$322K 0.17%
908
-207
72
$316K 0.17%
10,195
-242
73
$299K 0.16%
+102,000
74
$294K 0.16%
997
75
$289K 0.15%
9,430
-2,786
1 2
3
4