RWM
Refined Wealth Management Portfolio holdings
AUM
$145M
1-Year Est. Return
25.64%
1 Year Est. Return
+25.64%
AUM
$145M
AUM Growth
+$23.2M
(+19%)
Holding
33
Top Buys
| 1 | +$329K | |
| 2 | +$272K | |
| 3 | +$223K | |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$213K |
| 5 |
Tesla
TSLA
|
+$212K |
Top Sells
| 1 | +$55.5K | |
| 2 | +$53.4K | |
| 3 | +$44.9K | |
| 4 |
NVIDIA
NVDA
|
+$10.3K |
Sector Composition
| 1 | Financials | 14.39% |
| 2 | Industrials | 5.44% |
| 3 | Consumer Discretionary | 2.77% |
| 4 | Technology | 0.92% |
| 5 | Communication Services | 0.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
iShares Bitcoin Trust
IBIT
$81.5B
| $213K | 0.15% |
+3,485
|
|
||
|
27
Tesla
TSLA
$1.46T
| $212K | 0.15% |
+668
|
|
||
28
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.1B
| $208K | 0.14% |
+6,031
|
|
||
29
Eaton
ETN
$145B
| $208K | 0.14% |
+582
|
|
||
30
SPDR Gold MiniShares Trust
GLDM
$23B
| $201K | 0.14% |
+3,072
|
|
||
31
NexGen Energy
NXE
$5.51B
| $76.3K | 0.05% |
11,000
|
|
||
32
Denison Mines
DNN
$2.62B
| $19.7K | 0.01% |
10,850
|
|
||
|
URG
33
Ur-Energy
URG
$587M
| $11.3K | 0.01% |
10,800
|
|