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
$112M
AUM Growth
-$6.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$2.2M
2 +$1.44M
3 +$1.13M
4
AMZN icon
Amazon
AMZN
+$1.1M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$997K

Top Sells

1 +$969K
2 +$820K
3 +$249K
4
GLD icon
SPDR Gold Trust
GLD
+$245K
5
NVDA icon
NVIDIA
NVDA
+$225K

Sector Composition

1 Energy 10.52%
2 Consumer Discretionary 7.51%
3 Financials 1.96%
4 Technology 1.36%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-706
27
-8,240