RWM
Refined Wealth Management Portfolio holdings
AUM
$156M
1-Year Est. Return
31.01%
1 Year Est. Return
+31.01%
AUM
$156M
AUM Growth
+$10.1M
(+7%)
Holding
36
Top Buys
| 1 | +$2.78M | |
| 2 | +$520K | |
| 3 | +$492K | |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$357K |
| 5 |
State Street Blackstone Senior Loan ETF
SRLN
|
+$352K |
Top Sells
| 1 | +$1.08M | |
| 2 | +$309K | |
| 3 | +$234K | |
| 4 |
Vanguard ESG International Stock ETF
VSGX
|
+$181K |
| 5 |
SPDR Gold Trust
GLD
|
+$171K |
Sector Composition
| 1 | Financials | 12.87% |
| 2 | Industrials | 5.65% |
| 3 | Consumer Discretionary | 3.41% |
| 4 | Technology | 1.05% |
| 5 | Communication Services | 0.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
XMAG
26
Defiance Large Cap ex-Mag 7 ETF
XMAG
$64.9M
| $340K | 0.22% |
+15,350
|
|
||
27
Tesla
TSLA
$1.49T
| $297K | 0.19% |
668
|
|
||
28
Meta Platforms (Facebook)
META
$1.61T
| $270K | 0.17% |
368
|
|
||
29
iShares ESG Optimized MSCI USA ETF
SUSA
$3.72B
| $249K | 0.16% |
1,833
|
|
||
30
Eaton
ETN
$130B
| $240K | 0.15% |
641
+59
|
|
||
31
SPDR Gold MiniShares Trust
GLDM
$23.9B
| $235K | 0.15% |
3,072
|
|
||
32
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.85B
| $229K | 0.15% |
6,039
+8
|
|
||
33
iShares Bitcoin Trust
IBIT
$72.2B
| $228K | 0.15% |
3,510
+25
|
|
||
34
NexGen Energy
NXE
$6.09B
| $98.5K | 0.06% |
11,000
|
|
||
35
Denison Mines
DNN
$2.42B
| $29.8K | 0.02% |
10,850
|
|
||
|
URG
36
Ur-Energy
URG
$527M
| $19.3K | 0.01% |
10,800
|
|