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FWM

Finer Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 31.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$488K
2
+$322K
3
+$248K
4
TSLA icon
Tesla
TSLA
+$215K
5
ABBV icon
AbbVie
ABBV
+$208K

Top Sells

1
+$409K
2
+$266K
3
+$215K
4
KHC icon
Kraft Heinz
KHC
+$168K
5
KMB icon
Kimberly-Clark
KMB
+$161K

Sector Composition

1 Technology 37.42%
2 Communication Services 13.94%
3 Consumer Staples 8.43%
4 Healthcare 8.4%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.4M 8.65%
68,202
+725
2
$15.9M 7.95%
85,482
-292
3
$15.3M 7.64%
29,588
+79
4
$11M 5.48%
14,410
-154
5
$10M 5%
13,674
-20
6
$9.68M 4.83%
44,099
+124
7
$8.94M 4.45%
36,755
-107
8
$7.17M 3.57%
22,248
9
$6.69M 3.33%
21,203
+66
10
$5.02M 2.5%
48,757
-147
11
$4.85M 2.42%
10,162
+121
12
$3.89M 1.94%
25,334
+401
13
$3.68M 1.83%
43,834
+1,072
14
$3.65M 1.82%
129,407
-2,977
15
$3.65M 1.82%
22,568
+711
16
$3.23M 1.61%
11,550
-151
17
$3.07M 1.53%
69,934
-1,491
18
$3.06M 1.52%
32,004
+65
19
$3.04M 1.51%
176,913
-7,500
20
$3.04M 1.51%
9,990
+368
21
$3.01M 1.5%
12,716
+318
22
$2.9M 1.45%
44,624
+4,956
23
$2.83M 1.41%
25,130
-325
24
$2.72M 1.36%
6,116
+619
25
$2.58M 1.29%
14,138
+3,009
1
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