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
$155M
AUM Growth
+$2.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$674K
3
+$576K
4
IBB icon
iShares Biotechnology ETF
IBB
+$317K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$279K

Top Sells

1
+$685K
2
+$612K
3
+$587K
4
T icon
AT&T
T
+$557K
5
BAC icon
Bank of America
BAC
+$484K

Sector Composition

1 Technology 31.93%
2 Healthcare 16.44%
3 Communication Services 12.6%
4 Consumer Staples 9.32%
5 Consumer Discretionary 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15M 9.66%
16,535
-310
2
$14.4M 9.28%
68,322
+323
3
$12.5M 8.09%
28,067
+201
4
$9.82M 6.33%
79,450
+4,660
5
$8.41M 5.43%
43,544
-1,418
6
$7.01M 4.52%
13,903
+345
7
$6.56M 4.23%
36,000
-365
8
$5.32M 3.43%
42,990
-2,052
9
$4.09M 2.64%
20,216
-1,036
10
$4.04M 2.61%
24,519
-151
11
$3.26M 2.1%
9,789
-381
12
$3.24M 2.09%
47,918
-1,399
13
$3.07M 1.98%
11,947
-246
14
$3M 1.94%
26,069
-495
15
$2.78M 1.79%
17,151
+1,334
16
$2.57M 1.66%
15,598
+135
17
$2.47M 1.59%
15,803
+273
18
$2.37M 1.53%
76,410
+2,200
19
$2.28M 1.47%
140,491
-13,235
20
$2.23M 1.44%
54,075
-1,332
21
$2.01M 1.3%
7,892
-111
22
$2M 1.29%
11,512
+111
23
$1.87M 1.21%
97,753
-29,155
24
$1.73M 1.12%
23,512
+1,428
25
$1.72M 1.11%
27,025
+16,924
1
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