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FWM
Finer Wealth Management Portfolio holdings
AUM
$198M
1-Year Est. Return
31.61%
This Fund
S&P 500
1 Year Est. Return
+31.61%
AUM
$198M
AUM Growth
-$8.53M
(-4.1%)
Holding
88
Top Buys
| 1 | +$1.49M | |
| 2 | +$647K | |
| 3 | +$445K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$420K |
| 5 |
RTX Corp
RTX
|
+$388K |
Top Sells
| 1 | +$1.43M | |
| 2 | +$546K | |
| 3 | +$516K | |
| 4 |
Eli Lilly
LLY
|
+$446K |
| 5 |
Grayscale Bitcoin Trust
GBTC
|
+$363K |
Sector Composition
| 1 | Technology | 32.71% |
| 2 | Communication Services | 14.11% |
| 3 | Healthcare | 10.34% |
| 4 | Consumer Staples | 9.29% |
| 5 | Consumer Discretionary | 7.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Air Products & Chemicals
APD
$62.7B
| $289K | 0.15% |
996
-14
|
|
||
77
SEALSQ Corp
LAES
$691M
| $263K | 0.13% |
100,451
|
|
||
78
Schwab US Dividend Equity ETF
SCHD
$96.5B
| $254K | 0.13% |
8,277
+232
|
|
||
79
Wells Fargo
WFC
$256B
| $254K | 0.13% |
3,187
-43
|
|
||
80
IBM
IBM
$256B
| $243K | 0.12% |
1,004
|
|
||
|
HBR
81
Canary HBAR ETF
HBR
$48.7M
| $238K | 0.12% |
20,000
-100
|
|
||
82
Visa
V
$613B
| $228K | 0.12% |
754
|
|
||
83
Intuitive Surgical
ISRG
$146B
| $215K | 0.11% |
466
|
|
||
84
Philip Morris
PM
$287B
| $208K | 0.11% |
1,258
|
|
||
85
Ford
F
$59.1B
| $158K | 0.08% |
+13,696
|
|
||
86
United States Antimony
UAMY
$1.04B
| $141K | 0.07% |
16,158
|
|
||
|
BRR
87
ProCap Financial Inc
BRR
$147M
| – | – |
-20,000
|
|
||
88
iShares Preferred and Income Securities ETF
PFF
$13.6B
| – | – |
-7,079
|
|