RWM
Refined Wealth Management Portfolio holdings
AUM
$145M
This Quarter Return
+6.45%
1 Year Return
+25.64%
3 Year Return
+94.21%
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(+7.1%)
Cap. Flow
+$2.74M
Cap. Flow
% of AUM
2.26%
Top 10 Holdings %
Top 10 Hldgs %
82.9%
Holding
26
New
1
Increased
16
Reduced
4
Closed
–
Top Buys
| 1 |
Nuveen ESG Large-Cap Growth ETF
NULG
|
$363K |
| 2 |
BBBY
Bed Bath & Beyond, Inc.
BBBY
|
$358K |
| 3 |
Vanguard ESG International Stock ETF
VSGX
|
$313K |
| 4 |
NVIDIA
NVDA
|
$290K |
| 5 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$288K |
Top Sells
| 1 |
Chevron
CVX
|
$62.5K |
| 2 |
SPDR Gold Trust
GLD
|
$14.6K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$14.3K |
| 4 |
Marathon Petroleum
MPC
|
$9.8K |
Sector Composition
| 1 | Consumer Discretionary | 10.35% |
| 2 | Energy | 8.11% |
| 3 | Financials | 3.47% |
| 4 | Technology | 2.25% |
| 5 | Industrials | 0.86% |