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FWM

Finer Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 31.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$488K
2
+$322K
3
+$248K
4
TSLA icon
Tesla
TSLA
+$215K
5
ABBV icon
AbbVie
ABBV
+$208K

Top Sells

1
+$409K
2
+$266K
3
+$215K
4
KHC icon
Kraft Heinz
KHC
+$168K
5
KMB icon
Kimberly-Clark
KMB
+$161K

Sector Composition

1 Technology 37.42%
2 Communication Services 13.94%
3 Consumer Staples 8.43%
4 Healthcare 8.4%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$269K 0.13%
9,841
-993
77
$263K 0.13%
+6,705
78
$247K 0.12%
2,604
-30
79
$237K 0.12%
+1,022
80
$233K 0.12%
3,333
+358
81
$215K 0.11%
102,000
82
$208K 0.1%
2,825
-19
83
$205K 0.1%
+8,051
84
$204K 0.1%
1,258
85
$101K 0.05%
10,000
86
$25.3K 0.01%
1,465
87
– –
-10,000
88
– –
-26,775
89
– –
-848
1 2 3
4