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
$107M
AUM Growth
+$5.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$621K
2
+$289K
3
+$288K
4
ISRG icon
Intuitive Surgical
ISRG
+$244K
5
MMM icon
3M
MMM
+$242K

Top Sells

1
+$904K
2
+$735K
3
+$563K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$536K
5
EPD icon
Enterprise Products Partners
EPD
+$304K

Sector Composition

1 Healthcare 22.45%
2 Technology 19.16%
3 Consumer Staples 11.39%
4 Communication Services 9.64%
5 Energy 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$192K 0.18%
22,298
77
$103K 0.1%
10,875
-10,969
78
– –
-10,000
79
– –
-9,966
80
– –
-10,344
1 2 3
4