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
$125M
AUM Growth
-$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$484K
2
+$409K
3
+$405K
4
JPM icon
JPMorgan Chase
JPM
+$316K
5
BAC icon
Bank of America
BAC
+$255K

Top Sells

1
+$402K
2
+$395K
3
+$361K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$356K
5
NFLX icon
Netflix
NFLX
+$259K

Sector Composition

1 Technology 25.56%
2 Healthcare 19.56%
3 Communication Services 11.08%
4 Consumer Staples 9.95%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$226K 0.18%
22,298
77
$226K 0.18%
2,999
-170
78
$220K 0.18%
3,397
79
$208K 0.17%
4,034
-387
80
$208K 0.17%
2,243
81
– –
-3,144
82
– –
-1,901
83
– –
-2,412
84
– –
-587
85
– –
-5,000
1 2 3
4