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

Top Buys

1 +$363K
2 +$358K
3 +$313K
4
NVDA icon
NVIDIA
NVDA
+$290K
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$288K

Top Sells

1 +$62.5K
2 +$14.6K
3 +$14.3K
4
MPC icon
Marathon Petroleum
MPC
+$9.79K

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