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
$155M
AUM Growth
+$2.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$674K
3
+$576K
4
IBB icon
iShares Biotechnology ETF
IBB
+$317K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$279K

Top Sells

1
+$685K
2
+$612K
3
+$587K
4
T icon
AT&T
T
+$557K
5
BAC icon
Bank of America
BAC
+$484K

Sector Composition

1 Technology 31.93%
2 Healthcare 16.44%
3 Communication Services 12.6%
4 Consumer Staples 9.32%
5 Consumer Discretionary 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,496
77
– –
-2,529
78
– –
-2,243
79
– –
-8,064
80
– –
-12,750
1 2 3
4