FWM

Finer Wealth Management Portfolio holdings

AUM $207M
1-Year Est. Return 28.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.66%
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
+$549K
2
+$322K
3
+$275K
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$263K
5
ABBV icon
AbbVie
ABBV
+$237K

Top Sells

1
+$409K
2
+$266K
3
+$207K
4
KHC icon
Kraft Heinz
KHC
+$161K
5
KMB icon
Kimberly-Clark
KMB
+$155K

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
AAPL icon
1
Apple
AAPL
$3.8T
$17.4M 8.65%
68,202
+725
NVDA icon
2
NVIDIA
NVDA
$4.58T
$15.9M 7.95%
85,482
-292
MSFT icon
3
Microsoft
MSFT
$3.57T
$15.3M 7.64%
29,588
+79
LLY icon
4
Eli Lilly
LLY
$930B
$11M 5.48%
14,410
-154
META icon
5
Meta Platforms (Facebook)
META
$1.7T
$10M 5%
13,674
-20
AMZN icon
6
Amazon
AMZN
$2.62T
$9.68M 4.83%
44,099
+124
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.04T
$8.94M 4.45%
36,755
-107
MSTR icon
8
Strategy Inc
MSTR
$46.8B
$7.17M 3.57%
22,248
JPM icon
9
JPMorgan Chase
JPM
$810B
$6.69M 3.33%
21,203
+66
WMT icon
10
Walmart Inc
WMT
$932B
$5.02M 2.5%
48,757
-147
CAT icon
11
Caterpillar
CAT
$298B
$4.85M 2.42%
10,162
+121
PG icon
12
Procter & Gamble
PG
$347B
$3.89M 1.94%
25,334
+401
MRK icon
13
Merck
MRK
$267B
$3.68M 1.83%
43,834
+1,072
T icon
14
AT&T
T
$163B
$3.65M 1.82%
129,407
-2,977
AMD icon
15
Advanced Micro Devices
AMD
$410B
$3.65M 1.82%
22,568
+711
TSM icon
16
TSMC
TSM
$1.75T
$3.23M 1.61%
11,550
-151
VZ icon
17
Verizon
VZ
$166B
$3.07M 1.53%
69,934
-1,491
SCHW icon
18
Charles Schwab
SCHW
$183B
$3.06M 1.52%
32,004
+65
ET icon
19
Energy Transfer Partners
ET
$61.7B
$3.04M 1.51%
176,913
-7,500
MCD icon
20
McDonald's
MCD
$224B
$3.04M 1.51%
9,990
+368
CRM icon
21
Salesforce
CRM
$214B
$3.01M 1.5%
12,716
+318
IBIT icon
22
iShares Bitcoin Trust
IBIT
$69.6B
$2.9M 1.45%
44,624
+4,956
XOM icon
23
Exxon Mobil
XOM
$577B
$2.83M 1.41%
25,130
-325
TSLA icon
24
Tesla
TSLA
$1.43T
$2.72M 1.36%
6,116
+619
PLTR icon
25
Palantir
PLTR
$395B
$2.58M 1.29%
14,138
+3,009
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