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
$134M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$374K
2
+$335K
3
+$325K
4
LMT icon
Lockheed Martin
LMT
+$267K
5
NFLX icon
Netflix
NFLX
+$249K

Top Sells

1
+$426K
2
+$371K
3
+$307K
4
VZ icon
Verizon
VZ
+$296K
5
PFE icon
Pfizer
PFE
+$294K

Sector Composition

1 Technology 28.67%
2 Healthcare 17.53%
3 Communication Services 11.42%
4 Consumer Staples 9.23%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.8M 9.56%
66,650
+566
2
$10.3M 7.7%
27,473
+260
3
$10.3M 7.66%
17,644
-299
4
$6.43M 4.79%
42,297
+694
5
$4.88M 3.64%
34,969
+343
6
$4.82M 3.59%
44,250
-691
7
$4.64M 3.46%
13,121
+411
8
$3.53M 2.63%
70,266
-689
9
$3.46M 2.57%
23,587
-163
10
$3.42M 2.55%
69,080
-5,800
11
$3.28M 2.44%
19,270
+1,199
12
$3M 2.24%
11,412
+241
13
$2.89M 2.15%
9,775
+46
14
$2.67M 1.99%
26,718
-817
15
$2.52M 1.88%
14,823
+2
16
$2.44M 1.82%
46,401
-618
17
$2.43M 1.81%
47,455
-8,299
18
$2.34M 1.74%
15,664
-413
19
$2.16M 1.61%
7,288
+232
20
$2.16M 1.61%
74,981
-10,222
21
$2.16M 1.61%
128,588
-13,240
22
$2.13M 1.59%
63,406
+3,719
23
$2.06M 1.54%
54,737
-7,848
24
$1.95M 1.46%
13,256
+2,207
25
$1.75M 1.31%
11,180
-1,862
1
2 3 4