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
$152M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$617K
3
+$566K
4
NVDA icon
NVIDIA
NVDA
+$516K
5
AMZN icon
Amazon
AMZN
+$481K

Top Sells

1
+$622K
2
+$589K
3
+$443K
4
PFE icon
Pfizer
PFE
+$402K
5
JNJ icon
Johnson & Johnson
JNJ
+$376K

Sector Composition

1 Technology 29.18%
2 Healthcare 17.27%
3 Communication Services 12.1%
4 Consumer Staples 9.02%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.1M 8.61%
16,845
-799
2
$11.7M 7.7%
27,866
+393
3
$11.7M 7.66%
67,999
+1,349
4
$8.11M 5.33%
44,962
+2,665
5
$6.76M 4.44%
74,790
+5,710
6
$6.58M 4.32%
13,558
+437
7
$5.94M 3.9%
45,042
+792
8
$5.49M 3.6%
36,365
+1,396
9
$4.26M 2.8%
21,252
+1,982
10
$4M 2.63%
24,670
+1,083
11
$3.73M 2.45%
10,170
+395
12
$3.67M 2.41%
12,193
+781
13
$3.28M 2.15%
74,210
+3,944
14
$3.09M 2.03%
26,564
-154
15
$2.97M 1.95%
49,317
+2,916
16
$2.85M 1.87%
15,817
+2,561
17
$2.71M 1.78%
15,463
+640
18
$2.45M 1.61%
15,530
-134
19
$2.42M 1.59%
153,726
+39,237
20
$2.32M 1.53%
55,407
+670
21
$2.27M 1.49%
41,795
-5,660
22
$2.26M 1.48%
8,003
+715
23
$2.23M 1.47%
126,908
-1,680
24
$1.82M 1.19%
47,876
-15,530
25
$1.68M 1.1%
60,486
-14,495
1
2 3 4