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
$114M
AUM Growth
+$3.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$589K
2 +$489K
3 +$390K
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$307K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$292K

Top Sells

1 +$1.04M
2 +$844K
3 +$250K
4
FMF icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$12.4K 0.01%
10,800