FWM
Finer Wealth Management Portfolio holdings
AUM
$207M
1-Year Est. Return
28.69%
This Fund
S&P 500
1 Year Est. Return
+28.69%
AUM
$207M
AUM Growth
+$6.01M
(+3%)
Holding
91
Top Buys
| 1 | +$1.69M | |
| 2 | +$1.42M | |
| 3 | +$811K | |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$670K |
| 5 |
iShares Silver Trust
SLV
|
+$551K |
Top Sells
| 1 | +$2.47M | |
| 2 | +$1.54M | |
| 3 | +$1.45M | |
| 4 |
Eli Lilly
LLY
|
+$763K |
| 5 |
Lockheed Martin
LMT
|
+$633K |
Sector Composition
| 1 | Technology | 36.14% |
| 2 | Communication Services | 14.06% |
| 3 | Healthcare | 10.73% |
| 4 | Consumer Discretionary | 8.31% |
| 5 | Consumer Staples | 8.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Air Products & Chemicals
APD
$64.1B
| $250K | 0.12% |
1,010
-25
|
|
||
77
Southern Company
SO
$110B
| $228K | 0.11% |
2,615
+11
|
|
||
78
Schwab US Dividend Equity ETF
SCHD
$83.4B
| $221K | 0.11% |
8,045
-1,796
|
|
||
79
iShares Preferred and Income Securities ETF
PFF
$13.9B
| $219K | 0.11% |
7,079
-1,541
|
|
||
80
Philip Morris
PM
$272B
| $202K | 0.1% |
1,258
|
|
||
81
Pfizer
PFE
$151B
| $200K | 0.1% |
8,052
+1
|
|
||
82
United States Antimony
UAMY
$1.29B
| $81.1K | 0.04% |
+16,158
|
|
||
|
BRR
83
ProCap Financial Inc
BRR
$226M
| $70.6K | 0.03% |
20,000
+10,000
|
|
||
84
Tilray
TLRY
$803M
| – | – |
-1,465
|
|
||
85
United States Oil Fund
USO
$1.87B
| – | – |
-2,825
|
|
||
86
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.08B
| – | – |
-3,333
|
|
||
|
ETH
87
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.69B
| – | – |
-6,705
|
|
||
88
Sunoco
SUN
$12.1B
| – | – |
-30,780
|
|
||
89
Enterprise Products Partners
EPD
$80B
| – | – |
-10,204
|
|
||
90
Kimberly-Clark
KMB
$32.8B
| – | – |
-3,135
|
|
||
|
DEFT
91
Defi Technologies
DEFT
$248M
| – | – |
-102,000
|
|