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
$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
AAPL icon
1
Apple
AAPL
$3.94T
$15M 8.98%
67,506
-1,178
LLY icon
2
Eli Lilly
LLY
$732B
$12.4M 7.42%
14,998
-513
MSFT icon
3
Microsoft
MSFT
$3.96T
$11.1M 6.67%
29,636
+174
NVDA icon
4
NVIDIA
NVDA
$4.65T
$9.23M 5.53%
85,188
+4,946
AMZN icon
5
Amazon
AMZN
$2.42T
$8.28M 4.96%
43,515
-774
META icon
6
Meta Platforms (Facebook)
META
$1.89T
$7.83M 4.69%
13,582
-128
MSTR icon
7
Strategy Inc
MSTR
$84.5B
$6.61M 3.96%
22,929
+464
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$3.22T
$5.65M 3.38%
36,507
-110
JPM icon
9
JPMorgan Chase
JPM
$824B
$5.1M 3.05%
20,780
+347
WMT icon
10
Walmart
WMT
$836B
$4.23M 2.54%
48,229
+96
PG icon
11
Procter & Gamble
PG
$353B
$4.13M 2.48%
24,256
+312
MRK icon
12
Merck
MRK
$218B
$3.8M 2.28%
42,332
+275
CRM icon
13
Salesforce
CRM
$244B
$3.28M 1.97%
12,239
+172
ET icon
14
Energy Transfer Partners
ET
$57.6B
$3.27M 1.96%
175,770
+3,133
CAT icon
15
Caterpillar
CAT
$245B
$3.19M 1.91%
9,680
+251
XOM icon
16
Exxon Mobil
XOM
$493B
$3.05M 1.83%
25,657
+845
T icon
17
AT&T
T
$180B
$2.98M 1.79%
105,437
+4,225
MCD icon
18
McDonald's
MCD
$219B
$2.87M 1.72%
9,187
+303
CVX icon
19
Chevron
CVX
$314B
$2.7M 1.61%
16,111
+658
VZ icon
20
Verizon
VZ
$165B
$2.48M 1.49%
54,744
+2,384
PEP icon
21
PepsiCo
PEP
$208B
$2.45M 1.47%
16,324
+567
SCHW icon
22
Charles Schwab
SCHW
$173B
$2.41M 1.44%
30,733
+1,677
INTC icon
23
Intel
INTC
$189B
$2.13M 1.27%
93,627
-24,193
AMD icon
24
Advanced Micro Devices
AMD
$412B
$2.06M 1.24%
20,079
+469
TSM icon
25
TSMC
TSM
$1.54T
$1.98M 1.19%
11,924
-57
1
2 3 4