FWM

Finer Wealth Management Portfolio holdings

AUM $187M
1-Year Est. Return 28.03%
This Quarter Est. Return
1 Year Est. Return
+28.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.76M
3
+$5.49M
4
AMZN icon
Amazon
AMZN
+$4.62M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.48M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.06%
2 Healthcare 18.45%
3 Communication Services 13.62%
4 Consumer Staples 9.35%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.5M 9.57%
+64,913
2
$8.76M 7.27%
+26,041
3
$5.49M 4.56%
+19,889
4
$4.62M 3.83%
+33,700
5
$4.48M 3.72%
+30,940
6
$4.24M 3.51%
+71,712
7
$3.75M 3.11%
+11,140
8
$3.61M 3%
+22,094
9
$3.15M 2.61%
+41,095
10
$2.98M 2.48%
+57,432
11
$2.95M 2.45%
+47,289
12
$2.81M 2.33%
+11,055
13
$2.7M 2.24%
+52,364
14
$2.58M 2.15%
+15,110
15
$2.58M 2.14%
+3,872
16
$2.42M 2.01%
+130,202
17
$2.39M 1.98%
+13,764
18
$2.34M 1.94%
+59,392
19
$2.21M 1.83%
+25,774
20
$1.97M 1.64%
+6,484
21
$1.95M 1.62%
+40,440
22
$1.79M 1.49%
+13,541
23
$1.73M 1.43%
+8,364
24
$1.56M 1.29%
+13,264
25
$1.45M 1.2%
+4,225
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