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
$121M
AUM Growth
+$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$334K
2 +$312K
3 +$284K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$277K
5
NVDA icon
NVIDIA
NVDA
+$228K

Top Sells

1 +$63.6K
2 +$15.1K
3 +$13.5K
4
MPC icon
Marathon Petroleum
MPC
+$9.77K

Sector Composition

1 Consumer Discretionary 10.35%
2 Energy 8.11%
3 Financials 3.47%
4 Technology 2.25%
5 Industrials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$11.3K 0.01%
10,800