RWM
Refined Wealth Management Portfolio holdings
AUM
$145M
This Quarter Return
+3.21%
1 Year Return
+25.64%
3 Year Return
+94.21%
5 Year Return
–
10 Year Return
–
AUM
$114M
AUM Growth
+$114M
(+3.1%)
Cap. Flow
+$1.56M
Cap. Flow
% of AUM
1.37%
Top 10 Holdings %
Top 10 Hldgs %
82.59%
Holding
26
New
1
Increased
17
Reduced
4
Closed
–
Top Buys
Top Sells
| 1 |
Chevron
CVX
|
$1.04M |
| 2 |
Marathon Petroleum
MPC
|
$844K |
| 3 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$250K |
| 4 |
First Trust Managed Futures Strategy Fund
FMF
|
$185K |
Sector Composition
| 1 | Energy | 10.97% |
| 2 | Consumer Discretionary | 6.42% |
| 3 | Financials | 1.88% |
| 4 | Technology | 1.38% |
| 5 | Industrials | 0.41% |