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
$125M
AUM Growth
-$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$484K
2
+$409K
3
+$405K
4
JPM icon
JPMorgan Chase
JPM
+$316K
5
BAC icon
Bank of America
BAC
+$255K

Top Sells

1
+$402K
2
+$395K
3
+$361K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$356K
5
NFLX icon
Netflix
NFLX
+$259K

Sector Composition

1 Technology 25.56%
2 Healthcare 19.56%
3 Communication Services 11.08%
4 Consumer Staples 9.95%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3M 9.05%
66,084
+1,086
2
$9.64M 7.71%
17,943
-52
3
$8.59M 6.87%
27,213
+631
4
$5.29M 4.23%
41,603
+1,786
5
$4.63M 3.7%
44,941
+705
6
$4.53M 3.62%
34,626
+547
7
$3.82M 3.05%
12,710
+337
8
$3.46M 2.77%
23,750
+599
9
$3.26M 2.6%
74,880
+1,410
10
$3.24M 2.59%
27,535
-1,258
11
$3.24M 2.59%
55,754
+2,649
12
$2.83M 2.26%
85,203
+3,944
13
$2.71M 2.17%
16,077
-581
14
$2.66M 2.12%
9,729
+264
15
$2.62M 2.1%
18,071
+2,179
16
$2.52M 2.02%
70,955
-3,175
17
$2.51M 2.01%
14,821
+1,001
18
$2.51M 2%
47,019
+2,301
19
$2.27M 1.81%
11,171
+387
20
$2.13M 1.7%
141,828
+3,432
21
$2.03M 1.62%
13,042
-1,327
22
$2.03M 1.62%
62,585
+1,538
23
$1.86M 1.49%
7,056
+628
24
$1.84M 1.47%
4,868
-346
25
$1.63M 1.31%
59,687
+9,297
1
2 3 4