FWM

Finer Wealth Management Portfolio holdings

AUM $207M
1-Year Est. Return 28.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$1.03M
3
+$643K
4
MSFT icon
Microsoft
MSFT
+$282K
5
WFC icon
Wells Fargo
WFC
+$231K

Top Sells

1
+$661K
2
+$376K
3
+$205K
4
ABBV icon
AbbVie
ABBV
+$202K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$155K

Sector Composition

1 Technology 35.8%
2 Communication Services 12.19%
3 Healthcare 11.32%
4 Consumer Staples 9.13%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$252K 0.14%
+4,753
77
$239K 0.14%
22,298
78
$238K 0.14%
+3,382
79
$232K 0.13%
2,761
80
$231K 0.13%
2,808
81
$223K 0.13%
1,014
-18
82
$20.3K 0.01%
1,526
83
– –
-1,025
84
– –
-6,152
85
– –
-2,456
1 2 3
4