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
$162M
AUM Growth
+$7.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$715K
3
+$661K
4
CMS icon
CMS Energy
CMS
+$636K
5
ETHE
Grayscale Ethereum Trust ETF
ETHE
+$538K

Top Sells

1
+$816K
2
+$674K
3
+$505K
4
BAC icon
Bank of America
BAC
+$449K
5
BMY icon
Bristol-Myers Squibb
BMY
+$422K

Sector Composition

1 Technology 32.48%
2 Healthcare 14.4%
3 Communication Services 12.49%
4 Consumer Staples 10.04%
5 Consumer Discretionary 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.9M 9.8%
68,163
-159
2
$14.1M 8.73%
15,965
-570
3
$12.4M 7.65%
28,800
+733
4
$9.86M 6.09%
81,210
+1,760
5
$8.14M 5.02%
43,679
+135
6
$7.89M 4.87%
13,789
-114
7
$5.95M 3.67%
35,881
-119
8
$4.77M 2.95%
42,036
-954
9
$4.2M 2.59%
19,904
-312
10
$4.14M 2.56%
23,913
-606
11
$3.81M 2.35%
47,243
-675
12
$3.65M 2.26%
9,343
-446
13
$3.3M 2.04%
12,052
+105
14
$3.14M 1.94%
19,113
+1,962
15
$2.96M 1.83%
25,235
-834
16
$2.78M 1.71%
118,437
+42,027
17
$2.64M 1.63%
15,547
-51
18
$2.59M 1.6%
8,517
+625
19
$2.57M 1.59%
160,414
+19,923
20
$2.51M 1.55%
55,874
+1,799
21
$2.31M 1.43%
15,699
-104
22
$2.21M 1.37%
100,578
+2,825
23
$2.1M 1.3%
12,102
+590
24
$1.94M 1.2%
27,027
+2
25
$1.76M 1.09%
27,173
+3,661
1
2 3 4