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
$122M
AUM Growth
+$1.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$423K
3
+$372K
4
T icon
AT&T
T
+$363K
5
SUN icon
Sunoco
SUN
+$342K

Top Sells

1
+$213K
2
+$200K
3
+$153K
4
DAL icon
Delta Air Lines
DAL
+$138K
5
RTX icon
RTX Corp
RTX
+$130K

Sector Composition

1 Technology 22.84%
2 Healthcare 18.29%
3 Communication Services 12.63%
4 Consumer Staples 9.04%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$258K 0.21%
6,517
-3,494
77
$238K 0.19%
+3,045
78
$229K 0.19%
10,000
79
$214K 0.17%
648
-23
80
$199K 0.16%
+22,298
81
$94K 0.08%
8,781
82
– –
-8,114
83
– –
-2,757
1 2 3
4