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
$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
SCHD icon
76
Schwab US Dividend Equity ETF
SCHD
$70.8B
$287K 0.15%
10,834
-1,956
BTC
77
Grayscale Bitcoin Mini Trust ETF
BTC
$5.02B
$271K 0.15%
5,684
-100
RCL icon
78
Royal Caribbean
RCL
$86.5B
$266K 0.14%
848
-468
WFC icon
79
Wells Fargo
WFC
$274B
$262K 0.14%
3,264
-62
SO icon
80
Southern Company
SO
$104B
$242K 0.13%
2,634
-174
UNH icon
81
UnitedHealth
UNH
$330B
$241K 0.13%
+774
PM icon
82
Philip Morris
PM
$241B
$229K 0.12%
+1,258
USO icon
83
United States Oil Fund
USO
$912M
$208K 0.11%
2,844
-246
DDC icon
84
DDC Enterprise Ltd
DDC
$178M
$109K 0.06%
+10,000
BRR
85
Columbus Circle Capital Corp I
BRR
$348M
$106K 0.06%
+10,000
TLRY icon
86
Tilray
TLRY
$1.64B
$6.07K ﹤0.01%
14,647
ABBV icon
87
AbbVie
ABBV
$402B
– –
-1,022
BITF
88
Bitfarms
BITF
$2.46B
– –
-12,600
F icon
89
Ford
F
$53.2B
– –
-17,065
PFE icon
90
Pfizer
PFE
$140B
– –
-9,442
SXC icon
91
SunCoke Energy
SXC
$671M
– –
-22,298
TMO icon
92
Thermo Fisher Scientific
TMO
$213B
– –
-2,214
NBIS
93
Nebius Group N.V.
NBIS
$30.5B
– –
-10,000
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4