FWM

Finer Wealth Management Portfolio holdings

AUM $201M
1-Year Est. Return 34.97%
This Quarter Est. Return
1 Year Est. Return
+34.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
-$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$633K
2
+$564K
3
+$536K
4
TSLA icon
Tesla
TSLA
+$311K
5
ABBV icon
AbbVie
ABBV
+$214K

Top Sells

1
+$549K
2
+$424K
3
+$320K
4
AAPL icon
Apple
AAPL
+$262K
5
BMY icon
Bristol-Myers Squibb
BMY
+$171K

Sector Composition

1 Technology 33.32%
2 Communication Services 12.46%
3 Healthcare 11.82%
4 Consumer Staples 9.92%
5 Consumer Discretionary 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15M 8.98%
67,506
-1,178
2
$12.4M 7.42%
14,998
-513
3
$11.1M 6.67%
29,636
+174
4
$9.23M 5.53%
85,188
+4,946
5
$8.28M 4.96%
43,515
-774
6
$7.83M 4.69%
13,582
-128
7
$6.61M 3.96%
22,929
+464
8
$5.65M 3.38%
36,507
-110
9
$5.1M 3.05%
20,780
+347
10
$4.23M 2.54%
48,229
+96
11
$4.13M 2.48%
24,256
+312
12
$3.8M 2.28%
42,332
+275
13
$3.28M 1.97%
12,239
+172
14
$3.27M 1.96%
175,770
+3,133
15
$3.19M 1.91%
9,680
+251
16
$3.05M 1.83%
25,657
+845
17
$2.98M 1.79%
105,437
+4,225
18
$2.87M 1.72%
9,187
+303
19
$2.7M 1.61%
16,111
+658
20
$2.48M 1.49%
54,744
+2,384
21
$2.45M 1.47%
16,324
+567
22
$2.41M 1.44%
30,733
+1,677
23
$2.13M 1.27%
93,627
-24,193
24
$2.06M 1.24%
20,079
+469
25
$1.98M 1.19%
11,924
-57
1
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