RWM
Refined Wealth Management Portfolio holdings
AUM
$145M
This Quarter Return
-5.28%
1 Year Return
+25.64%
3 Year Return
+94.21%
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
+$111M
(-8.2%)
Cap. Flow
-$3.61M
Cap. Flow
% of AUM
-3.24%
Top 10 Holdings %
Top 10 Hldgs %
83%
Holding
26
New
–
Increased
13
Reduced
8
Closed
–
Top Buys
| 1 |
Enovix
ENVX
|
$2.22M |
| 2 |
BBBY
Bed Bath & Beyond, Inc.
BBBY
|
$1.69M |
| 3 |
Vanguard ESG International Stock ETF
VSGX
|
$320K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$180K |
| 5 |
Nuveen ESG Large-Cap Growth ETF
NULG
|
$171K |
Top Sells
| 1 |
Amazon
AMZN
|
$6.03M |
| 2 |
Chevron
CVX
|
$1.68M |
| 3 |
Marathon Petroleum
MPC
|
$716K |
| 4 |
Coinbase
COIN
|
$132K |
| 5 |
Apple
AAPL
|
$13.2K |
Sector Composition
| 1 | Energy | 7.79% |
| 2 | Consumer Discretionary | 4.6% |
| 3 | Financials | 3.84% |
| 4 | Industrials | 2.77% |
| 5 | Technology | 2.18% |