FWM

Finer Wealth Management Portfolio holdings

AUM $207M
1-Year Est. Return 28.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$495K
2
+$463K
3
+$403K
4
MO icon
Altria Group
MO
+$377K
5
VZ icon
Verizon
VZ
+$341K

Top Sells

1
+$523K
2
+$333K
3
+$305K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$300K
5
ISRG icon
Intuitive Surgical
ISRG
+$293K

Sector Composition

1 Healthcare 20.77%
2 Technology 19.93%
3 Communication Services 12.9%
4 Consumer Staples 10.11%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$152K 0.14%
22,298
77
$146K 0.13%
+10,344
78
$84K 0.08%
10,000
79
– –
-6,517
80
– –
-8,781
81
– –
-972
82
– –
-40,544
83
– –
-8,130
84
– –
-3,045
85
– –
-4,208
1 2 3
4