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
$120M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$11.5M
2 +$8.76M
3 +$5.49M
4
AMZN icon
Amazon
AMZN
+$4.62M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.48M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.06%
2 Healthcare 18.45%
3 Communication Services 13.62%
4 Consumer Staples 9.35%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$116K 0.1%
+8,781