FWM

Finer Wealth Management Portfolio holdings

AUM $207M
1-Year Est. Return 28.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.36M
3
+$780K
4
VZ icon
Verizon
VZ
+$722K
5
PLTR icon
Palantir
PLTR
+$494K

Top Sells

1
+$1.69M
2
+$1.1M
3
+$338K
4
MSTR icon
Strategy Inc
MSTR
+$275K
5
PFE icon
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
$287K 0.15%
10,834
-1,956
77
$271K 0.15%
5,684
-100
78
$266K 0.14%
848
-468
79
$262K 0.14%
3,264
-62
80
$242K 0.13%
2,634
-174
81
$241K 0.13%
+774
82
$229K 0.12%
+1,258
83
$208K 0.11%
2,844
-246
84
$109K 0.06%
+10,000
85
$106K 0.06%
+10,000
86
$6.07K ﹤0.01%
1,465
87
– –
-10,000
88
– –
-2,214
89
– –
-22,298
90
– –
-9,442
91
– –
-17,065
92
– –
-12,600
93
– –
-1,022
1 2 3
4