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
$107M
AUM Growth
+$5.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$621K
2
+$289K
3
+$288K
4
ISRG icon
Intuitive Surgical
ISRG
+$244K
5
MMM icon
3M
MMM
+$242K

Top Sells

1
+$904K
2
+$735K
3
+$563K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$536K
5
EPD icon
Enterprise Products Partners
EPD
+$304K

Sector Composition

1 Healthcare 22.45%
2 Technology 19.16%
3 Consumer Staples 11.39%
4 Communication Services 9.64%
5 Energy 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.24M 7.71%
63,438
-936
2
$6.81M 6.37%
18,604
-256
3
$6.01M 5.62%
25,044
-641
4
$4.76M 4.45%
42,887
+119
5
$3.79M 3.54%
73,906
+198
6
$3.48M 3.26%
48,397
+170
7
$3.37M 3.16%
22,250
+127
8
$3M 2.81%
35,747
+522
9
$2.99M 2.79%
27,077
+539
10
$2.91M 2.72%
16,201
+301
11
$2.85M 2.67%
32,355
+70
12
$2.64M 2.47%
14,967
-46
13
$2.48M 2.32%
134,810
-8,079
14
$2.48M 2.32%
13,718
+80
15
$2.21M 2.06%
5,144
-12
16
$2.18M 2.04%
9,089
+91
17
$2.17M 2.03%
55,173
-14,277
18
$2.04M 1.91%
43,224
-828
19
$1.94M 1.82%
3,530
-138
20
$1.94M 1.81%
6,289
+307
21
$1.93M 1.81%
63,285
-17,556
22
$1.84M 1.72%
13,708
+2,146
23
$1.78M 1.66%
67,174
+10,925
24
$1.58M 1.48%
6,008
+152
25
$1.46M 1.37%
35,843
+45
1
2 3 4