FWM
Finer Wealth Management Portfolio holdings
AUM
$207M
1-Year Est. Return
28.69%
This Fund
S&P 500
1 Year Est. Return
+28.69%
AUM
$201M
AUM Growth
+$13.6M
(+7.3%)
Holding
89
Top Buys
| 1 | +$488K | |
| 2 | +$322K | |
| 3 | +$248K | |
| 4 |
Tesla
TSLA
|
+$215K |
| 5 |
AbbVie
ABBV
|
+$208K |
Top Sells
| 1 | +$409K | |
| 2 | +$266K | |
| 3 | +$215K | |
| 4 |
Kraft Heinz
KHC
|
+$168K |
| 5 |
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
Schwab US Dividend Equity ETF
SCHD
$83.4B
| $269K | 0.13% |
9,841
-993
|
|
||
|
ETH
77
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.69B
| $263K | 0.13% |
+6,705
|
|
||
78
Southern Company
SO
$110B
| $247K | 0.12% |
2,604
-30
|
|
||
|
79
AbbVie
ABBV
$388B
| $237K | 0.12% |
+1,022
|
|
||
80
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.08B
| $233K | 0.12% |
3,333
+358
|
|
||
|
DEFT
81
Defi Technologies
DEFT
$248M
| $215K | 0.11% |
102,000
|
|
||
82
United States Oil Fund
USO
$1.87B
| $208K | 0.1% |
2,825
-19
|
|
||
83
Pfizer
PFE
$151B
| $205K | 0.1% |
+8,051
|
|
||
84
Philip Morris
PM
$272B
| $204K | 0.1% |
1,258
|
|
||
|
BRR
85
ProCap Financial Inc
BRR
$226M
| $101K | 0.05% |
10,000
|
|
||
86
Tilray
TLRY
$803M
| $25.3K | 0.01% |
1,465
|
|
||
87
DDC Enterprise Ltd
DDC
$63.5M
| – | – |
-10,000
|
|
||
88
Eastern Bankshares
EBC
$4.18B
| – | – |
-26,775
|
|
||
89
Royal Caribbean
RCL
$73.7B
| – | – |
-848
|
|