FWM
Finer Wealth Management Portfolio holdings
AUM
$187M
This Quarter Return
+10.51%
1 Year Return
+28.03%
3 Year Return
+113.89%
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
–
Cap. Flow
+$120M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.66%
Holding
76
New
76
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$11.5M |
| 2 |
Microsoft
MSFT
|
$8.76M |
| 3 |
Eli Lilly
LLY
|
$5.49M |
| 4 |
Amazon
AMZN
|
$4.62M |
| 5 |
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% |