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FWM

Finer Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 31.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$488K
2
+$322K
3
+$248K
4
TSLA icon
Tesla
TSLA
+$215K
5
ABBV icon
AbbVie
ABBV
+$208K

Top Sells

1
+$409K
2
+$266K
3
+$215K
4
KHC icon
Kraft Heinz
KHC
+$168K
5
KMB icon
Kimberly-Clark
KMB
+$161K

Sector Composition

1 Technology 37.42%
2 Communication Services 13.94%
3 Consumer Staples 8.43%
4 Healthcare 8.4%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$627K 0.31%
5,625
-138
52
$618K 0.31%
8,689
-23
53
$569K 0.28%
1,245
-70
54
$554K 0.28%
4,620
-50
55
$532K 0.27%
1,314
-8
56
$531K 0.26%
15,817
-2,385
57
$464K 0.23%
693
+2
58
$462K 0.23%
2,761
59
$432K 0.22%
2,000
60
$429K 0.21%
11,049
61
$406K 0.2%
12,717
-905
62
$390K 0.19%
3,135
-1,247
63
$374K 0.19%
100,000
64
$360K 0.18%
7,101
+1,417
65
$359K 0.18%
1,041
+267
66
$325K 0.16%
2,839
67
$319K 0.16%
10,204
+9
68
$315K 0.16%
49,497
69
$309K 0.15%
692
-61
70
$289K 0.14%
6,405
-4,593
71
$288K 0.14%
843
-65
72
$283K 0.14%
1,004
+7
73
$282K 0.14%
1,035
-405
74
$273K 0.14%
8,620
-810
75
$271K 0.13%
3,230
-34
1 2
3
4