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
$174M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$1.16M
3
+$627K
4
LAES icon
SEALSQ Corp
LAES
+$615K
5
WKEY
WISeKey
WKEY
+$448K

Top Sells

1
+$661K
2
+$350K
3
+$207K
4
ABBV icon
AbbVie
ABBV
+$202K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$150K

Sector Composition

1 Technology 35.8%
2 Communication Services 12.19%
3 Healthcare 11.32%
4 Consumer Staples 9.13%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.2M 9.86%
68,684
+521
2
$12.4M 7.12%
29,462
+662
3
$12M 6.86%
15,511
-454
4
$10.8M 6.18%
80,242
-968
5
$9.72M 5.57%
44,289
+610
6
$8.03M 4.6%
13,710
-79
7
$6.93M 3.97%
36,617
+736
8
$6.51M 3.73%
+22,465
9
$4.9M 2.81%
20,433
+529
10
$4.35M 2.49%
48,133
+890
11
$4.18M 2.4%
42,057
+21
12
$4.03M 2.31%
12,067
+15
13
$4.01M 2.3%
23,944
+31
14
$3.42M 1.96%
9,429
+86
15
$3.38M 1.94%
172,637
+12,223
16
$2.67M 1.53%
24,812
-423
17
$2.58M 1.48%
8,884
+367
18
$2.4M 1.37%
15,757
+210
19
$2.37M 1.36%
19,610
+497
20
$2.37M 1.36%
11,981
-121
21
$2.36M 1.35%
117,820
-617
22
$2.3M 1.32%
101,212
+634
23
$2.26M 1.3%
30,568
+15,657
24
$2.24M 1.28%
15,453
-246
25
$2.15M 1.23%
29,056
+1,883
1
2 3 4