RWM

Refined Wealth Management Portfolio holdings

AUM $145M
1-Year Est. Return 25.64%
This Quarter Est. Return
1 Year Est. Return
+25.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$14.3M
3
+$8.21M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$6.89M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$3.77M

Top Sells

1
+$21.3M
2
+$13.3M
3
+$4.95M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$4.76M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.56M

Sector Composition

1 Energy 11.69%
2 Consumer Discretionary 8.8%
3 Technology 1.64%
4 Industrials 0.52%
5 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17K 0.01%
+10,800
27
– –
-4,224
28
– –
-13,845
29
– –
-434,138
30
– –
-6,008
31
– –
-3,920
32
– –
-6,501
1
2