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
$128M
AUM Growth
+$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$239K
2
+$153K
3
+$109K
4
NVDA icon
NVIDIA
NVDA
+$109K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$87.5K

Top Sells

1
+$266K
2
+$204K
3
+$146K
4
KMB icon
Kimberly-Clark
KMB
+$129K
5
MSFT icon
Microsoft
MSFT
+$117K

Sector Composition

1 Technology 25.86%
2 Healthcare 19.46%
3 Communication Services 10.82%
4 Consumer Staples 9.82%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.6M 9.85%
64,998
+790
2
$9.05M 7.07%
26,582
-344
3
$8.44M 6.59%
17,995
-311
4
$5.19M 4.06%
39,817
+287
5
$5.1M 3.99%
44,236
+155
6
$4.08M 3.19%
34,079
+731
7
$3.55M 2.77%
12,373
+225
8
$3.51M 2.75%
23,151
+406
9
$3.4M 2.65%
53,105
+1,067
10
$3.11M 2.43%
73,470
+2,570
11
$3.09M 2.41%
28,793
+476
12
$2.98M 2.33%
81,259
+1,489
13
$2.62M 2.05%
16,658
-141
14
$2.56M 2%
13,820
+243
15
$2.48M 1.94%
74,130
+640
16
$2.38M 1.86%
14,369
-505
17
$2.34M 1.83%
44,718
+1,353
18
$2.33M 1.82%
9,465
+351
19
$2.31M 1.81%
15,892
+407
20
$2.28M 1.78%
10,784
+141
21
$2.27M 1.77%
61,047
+1,628
22
$2.21M 1.72%
138,396
-1,934
23
$2.11M 1.65%
5,214
-13
24
$1.92M 1.5%
6,428
+270
25
$1.81M 1.41%
6,027
-99
1
2 3 4