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
$118M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$543K
2
+$391K
3
+$353K
4
AMD icon
Advanced Micro Devices
AMD
+$330K
5
ET icon
Energy Transfer Partners
ET
+$294K

Top Sells

1
+$195K
2
+$182K
3
+$150K
4
WBD icon
Warner Bros
WBD
+$103K
5
LLY icon
Eli Lilly
LLY
+$102K

Sector Composition

1 Technology 23.69%
2 Healthcare 19.44%
3 Communication Services 10.97%
4 Consumer Staples 10.43%
5 Energy 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$236K 0.2%
3,680
-600
77
$234K 0.2%
915
-4
78
$218K 0.18%
+2,243
79
$212K 0.18%
2,412
80
$207K 0.17%
+5,530
81
$204K 0.17%
+4,530
82
$201K 0.17%
+581
83
$200K 0.17%
22,298
84
– –
-10,875
1 2 3
4