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

Top Buys

1 +$142K
2 +$107K
3 +$101K
4
MCD icon
McDonald's
MCD
+$66.7K
5
KHC icon
Kraft Heinz
KHC
+$63.6K

Top Sells

1 +$523K
2 +$230K
3 +$158K
4
CSCO icon
Cisco
CSCO
+$80.1K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$64K

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