FWM
Finer Wealth Management Portfolio holdings
AUM
$187M
This Quarter Return
-3.62%
1 Year Return
+28.03%
3 Year Return
+113.89%
5 Year Return
–
10 Year Return
–
AUM
$167M
AUM Growth
+$167M
(-4.3%)
Cap. Flow
+$1.25M
Cap. Flow
% of AUM
0.75%
Top 10 Holdings %
Top 10 Hldgs %
51.18%
Holding
86
New
4
Increased
30
Reduced
37
Closed
–
Top Buys
| 1 |
Palantir
PLTR
|
$633K |
| 2 |
iShares Bitcoin Trust
IBIT
|
$564K |
| 3 |
NVIDIA
NVDA
|
$536K |
| 4 |
Tesla
TSLA
|
$311K |
| 5 |
AbbVie
ABBV
|
$214K |
Top Sells
| 1 |
Intel
INTC
|
$549K |
| 2 |
Eli Lilly
LLY
|
$424K |
| 3 |
SPDR Gold Trust
GLD
|
$320K |
| 4 |
Apple
AAPL
|
$262K |
| 5 |
Bristol-Myers Squibb
BMY
|
$171K |
Sector Composition
| 1 | Technology | 33.32% |
| 2 | Communication Services | 12.46% |
| 3 | Healthcare | 11.82% |
| 4 | Consumer Staples | 9.92% |
| 5 | Consumer Discretionary | 8.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Pfizer
PFE
$141B
| $239K | 0.14% |
9,442
-5,607
| -37% | -$142K |
|
77
United States Oil Fund
USO
$985M
| $239K | 0.14% |
3,090
-1,499
| -33% | -$116K |
|
78
Wells Fargo
WFC
$260B
| $239K | 0.14% |
3,326
-56
| -2% | -$4.02K |
|
|
79
AbbVie
ABBV
$373B
| $214K | 0.13% |
+1,022
| New | +$214K |
|
|
NBIS
80
Nebius Group N.V. Class A Ordinary Shares
NBIS
$15.5B
| $211K | 0.13% |
+10,000
| New | +$211K |
|
|
BTC
81
Grayscale Bitcoin Mini Trust ETF
BTC
$4.86B
| $211K | 0.13% |
5,784
-298
| -5% | -$10.9K |
|
82
SunCoke Energy
SXC
$643M
| $205K | 0.12% |
22,298
| – | – |
|
|
WKEY
83
WISeKey
WKEY
$60.1M
| $195K | 0.12% |
49,497
| – | – |
|
84
Ford
F
$46.5B
| $171K | 0.1% |
17,065
-10,369
| -38% | -$104K |
|
|
BITF
85
Bitfarms
BITF
$746M
| $9.93K | 0.01% |
+12,600
| New | +$9.93K |
|
86
Tilray
TLRY
$1.38B
| $9.63K | 0.01% |
14,647
-608
| -4% | -$400 |
|