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
$134M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$374K
2
+$335K
3
+$325K
4
LMT icon
Lockheed Martin
LMT
+$267K
5
NFLX icon
Netflix
NFLX
+$249K

Top Sells

1
+$426K
2
+$371K
3
+$307K
4
VZ icon
Verizon
VZ
+$296K
5
PFE icon
Pfizer
PFE
+$294K

Sector Composition

1 Technology 28.67%
2 Healthcare 17.53%
3 Communication Services 11.42%
4 Consumer Staples 9.23%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$222K 0.17%
8,488
-1,714
77
$215K 0.16%
3,914
-120
78
$211K 0.16%
2,243
79
$202K 0.15%
6,427
-2,215
80
– –
-3,906
81
– –
-3,397
1 2 3
4