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
$102M
AUM Growth
-$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$157K
2
+$119K
3
+$102K
4
MCD icon
McDonald's
MCD
+$73.9K
5
KHC icon
Kraft Heinz
KHC
+$70.8K

Top Sells

1
+$530K
2
+$230K
3
+$170K
4
CSCO icon
Cisco
CSCO
+$88.9K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$64.8K

Sector Composition

1 Healthcare 20.82%
2 Technology 19.77%
3 Communication Services 11.35%
4 Consumer Staples 10.25%
5 Consumer Discretionary 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$130K 0.13%
22,298
77
$69K 0.07%
10,000
78
– –
-2,132
1 2 3
4