RWM

Refined Wealth Management Portfolio holdings

AUM $156M
1-Year Est. Return 31.01%
This Quarter Est. Return
1 Year Est. Return
+31.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$9.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$1.69M
3 +$320K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$180K
5
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$171K

Top Sells

1 +$6.03M
2 +$1.68M
3 +$716K
4
COIN icon
Coinbase
COIN
+$132K
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$16.6K 0.01%
10,800