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
$162M
AUM Growth
+$7.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$715K
3
+$661K
4
CMS icon
CMS Energy
CMS
+$636K
5
ETHE
Grayscale Ethereum Trust ETF
ETHE
+$538K

Top Sells

1
+$816K
2
+$674K
3
+$505K
4
BAC icon
Bank of America
BAC
+$449K
5
BMY icon
Bristol-Myers Squibb
BMY
+$422K

Sector Composition

1 Technology 32.48%
2 Healthcare 14.4%
3 Communication Services 12.49%
4 Consumer Staples 10.04%
5 Consumer Discretionary 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$194K 0.12%
22,298
77
$83.9K 0.05%
+2,982
78
$59.9K 0.04%
+2,456
79
$26.8K 0.02%
15,255
-3,425
80
– –
-6,295
81
– –
-3,551
1 2 3
4