RWM
Refined Wealth Management Portfolio holdings
AUM $122M
AUM
$122M
AUM Growth
-$9.13M (-7%)
Cap. Flow
+$4M
Cap. Flow % of AUM
3.27%
Top 10 Holdings %Top 10 Hldgs %
79.68%
Holding
30
New
3
Increased
7
Reduced
11
Closed
3
Top Buys
| 1 | $11.5M | |
| 2 | $11.1M | |
| 3 | $7.43M | |
| 4 | $1.93M | |
| 5 | $1.67M |
Top Sells
| 1 | $16.1M | |
| 2 | $2.74M | |
| 3 | $2.63M | |
| 4 | $2.4M | |
| 5 | $2.17M |
Sector Composition
| 1 | Financials | 8.45% |
| 2 | Industrials | 4.52% |
| 3 | Consumer Discretionary | 2.69% |
| 4 | Technology | 0.98% |
| 5 | Energy | 0.05% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $14.1K | 0.01% | 10,850 | – | – | |||
| $7.28K | 0.01% | 10,800 | – | – | |||
| $0 | 0% | 0 -29,834 | Closed | – | |||
| $0 | 0% | 0 -517 | Closed | – | |||
| $0 | 0% | 0 -166,390 | Closed | – |
