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
$152M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$617K
3
+$566K
4
NVDA icon
NVIDIA
NVDA
+$516K
5
AMZN icon
Amazon
AMZN
+$481K

Top Sells

1
+$622K
2
+$589K
3
+$443K
4
PFE icon
Pfizer
PFE
+$402K
5
JNJ icon
Johnson & Johnson
JNJ
+$376K

Sector Composition

1 Technology 29.18%
2 Healthcare 17.27%
3 Communication Services 12.1%
4 Consumer Staples 9.02%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.13%
3,496
-418
77
$201K 0.13%
+2,808
78
– –
-2,762
79
– –
-1,353
80
– –
-6,427
81
– –
-2,085
82
– –
-3,164
83
– –
-8,488
1 2 3
4