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
$118M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$543K
2
+$391K
3
+$353K
4
AMD icon
Advanced Micro Devices
AMD
+$330K
5
ET icon
Energy Transfer Partners
ET
+$294K

Top Sells

1
+$195K
2
+$182K
3
+$150K
4
WBD icon
Warner Bros
WBD
+$103K
5
LLY icon
Eli Lilly
LLY
+$102K

Sector Composition

1 Technology 23.69%
2 Healthcare 19.44%
3 Communication Services 10.97%
4 Consumer Staples 10.43%
5 Energy 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.6M 8.95%
64,208
+770
2
$7.76M 6.56%
26,926
+1,882
3
$6.29M 5.31%
18,306
-298
4
$4.69M 3.96%
44,081
+1,194
5
$4.08M 3.45%
39,530
+3,783
6
$3.61M 3.05%
52,038
+3,641
7
$3.46M 2.92%
33,348
+993
8
$3.38M 2.86%
22,745
+495
9
$3.25M 2.75%
79,770
+5,864
10
$3.11M 2.63%
28,317
+1,240
11
$2.74M 2.32%
16,799
+598
12
$2.7M 2.28%
140,330
+5,520
13
$2.57M 2.18%
12,148
+94
14
$2.48M 2.09%
13,577
-141
15
$2.4M 2.03%
73,490
+6,316
16
$2.31M 1.95%
59,419
+4,246
17
$2.31M 1.95%
14,874
-93
18
$2.16M 1.82%
5,227
+83
19
$2.13M 1.8%
43,365
+141
20
$2.13M 1.8%
10,643
+176
21
$2.09M 1.76%
9,114
+25
22
$2.02M 1.71%
15,485
+1,777
23
$2.01M 1.7%
3,485
-45
24
$1.97M 1.66%
70,900
+7,130
25
$1.79M 1.52%
57,440
-5,845
1
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