FWM
Finer Wealth Management Portfolio holdings
AUM
$201M
1-Year Est. Return
34.97%
1 Year Est. Return
+34.97%
AUM
$187M
AUM Growth
+$20.2M
(+12%)
Holding
93
Top Buys
| 1 | +$1.4M | |
| 2 | +$1.36M | |
| 3 | +$780K | |
| 4 |
Verizon
VZ
|
+$722K |
| 5 |
Palantir
PLTR
|
+$494K |
Top Sells
| 1 | +$1.69M | |
| 2 | +$1.1M | |
| 3 | +$338K | |
| 4 |
Strategy Inc
MSTR
|
+$275K |
| 5 |
Pfizer
PFE
|
+$239K |
Sector Composition
| 1 | Technology | 36.39% |
| 2 | Communication Services | 13.64% |
| 3 | Consumer Staples | 9.04% |
| 4 | Healthcare | 8.87% |
| 5 | Consumer Discretionary | 7.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Schwab US Dividend Equity ETF
SCHD
$70B
| $287K | 0.15% |
10,834
-1,956
|
|
||
|
BTC
77
Grayscale Bitcoin Mini Trust ETF
BTC
$4.63B
| $271K | 0.15% |
5,684
-100
|
|
||
78
Royal Caribbean
RCL
$72.3B
| $266K | 0.14% |
848
-468
|
|
||
79
Wells Fargo
WFC
$270B
| $262K | 0.14% |
3,264
-62
|
|
||
80
Southern Company
SO
$99.9B
| $242K | 0.13% |
2,634
-174
|
|
||
81
UnitedHealth
UNH
$291B
| $241K | 0.13% |
+774
|
|
||
82
Philip Morris
PM
$241B
| $229K | 0.12% |
+1,258
|
|
||
83
United States Oil Fund
USO
$891M
| $208K | 0.11% |
2,844
-246
|
|
||
84
DDC Enterprise Ltd
DDC
$134M
| $109K | 0.06% |
+10,000
|
|
||
|
BRR
85
Columbus Circle Capital Corp I
BRR
$348M
| $106K | 0.06% |
+10,000
|
|
||
86
Tilray
TLRY
$1.47B
| $6.07K | ﹤0.01% |
14,647
|
|
||
|
NBIS
87
Nebius Group N.V.
NBIS
$27.6B
| – | – |
-10,000
|
|
||
88
Thermo Fisher Scientific
TMO
$217B
| – | – |
-2,214
|
|
||
89
SunCoke Energy
SXC
$582M
| – | – |
-22,298
|
|
||
|
90
Pfizer
PFE
$139B
| – | – |
-9,442
|
|
||
91
AbbVie
ABBV
$387B
| – | – |
-1,022
|
|
||
|
BITF
92
Bitfarms
BITF
$1.98B
| – | – |
-12,600
|
|
||
93
Ford
F
$52.4B
| – | – |
-17,065
|
|