RWM

Refined Wealth Management Portfolio holdings

AUM $149M
1-Year Est. Return 18.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.36%
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
+$4.45M
2
+$1.57M
3
+$1.3M
4
BBBY
Bed Bath & Beyond
BBBY
+$1.16M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.15M

Top Sells

1
+$1.1M
2
+$820K
3
+$254K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$249K
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
1
2