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
$128M
AUM Growth
+$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$239K
2
+$153K
3
+$109K
4
NVDA icon
NVIDIA
NVDA
+$109K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$87.5K

Top Sells

1
+$266K
2
+$204K
3
+$146K
4
KMB icon
Kimberly-Clark
KMB
+$129K
5
MSFT icon
Microsoft
MSFT
+$117K

Sector Composition

1 Technology 25.86%
2 Healthcare 19.46%
3 Communication Services 10.82%
4 Consumer Staples 9.82%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$239K 0.19%
+3,397
77
$235K 0.18%
4,421
-327
78
$234K 0.18%
5,490
-40
79
$219K 0.17%
2,243
80
$217K 0.17%
3,144
-300
81
$202K 0.16%
2,412
82
$175K 0.14%
22,298
83
– –
-18,245
84
– –
-4,530
1 2 3
4