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
$102M
AUM Growth
-$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$142K
2
+$107K
3
+$101K
4
MCD icon
McDonald's
MCD
+$66.7K
5
KHC icon
Kraft Heinz
KHC
+$63.6K

Top Sells

1
+$523K
2
+$230K
3
+$158K
4
CSCO icon
Cisco
CSCO
+$80.1K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$64K

Sector Composition

1 Healthcare 20.82%
2 Technology 19.77%
3 Communication Services 11.35%
4 Consumer Staples 10.25%
5 Consumer Discretionary 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.9M 8.76%
64,374
-377
2
$6.1M 6%
18,860
-43
3
$5.98M 5.89%
25,685
-28
4
$3.98M 3.92%
35,225
-85
5
$3.68M 3.62%
42,768
-236
6
$3.43M 3.37%
48,227
-266
7
$3.23M 3.17%
73,708
-114
8
$3.09M 3.04%
32,285
+205
9
$2.79M 2.75%
22,123
-22
10
$2.64M 2.6%
69,450
-1,342
11
$2.56M 2.52%
80,841
-1,115
12
$2.45M 2.41%
15,013
-10
13
$2.32M 2.28%
26,538
-613
14
$2.28M 2.25%
15,900
+335
15
$2.23M 2.19%
13,638
-51
16
$2.19M 2.16%
142,889
+289
17
$1.9M 1.87%
44,052
+291
18
$1.86M 1.83%
3,668
-59
19
$1.72M 1.69%
5,156
+8
20
$1.72M 1.69%
12,657
+143
21
$1.66M 1.63%
20,408
-6,439
22
$1.62M 1.59%
11,257
+190
23
$1.48M 1.45%
8,998
+324
24
$1.45M 1.43%
56,249
+1,400
25
$1.39M 1.37%
5,982
-83
1
2 3 4