RWM
Refined Wealth Management Portfolio holdings
AUM
$145M
This Quarter Return
+21.04%
1 Year Return
+25.64%
3 Year Return
+94.21%
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
+$128M
(+15%)
Cap. Flow
+$425K
Cap. Flow
% of AUM
0.33%
Top 10 Holdings %
Top 10 Hldgs %
80.63%
Holding
26
New
–
Increased
14
Reduced
7
Closed
–
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$2.88M |
| 2 |
Enovix
ENVX
|
$1.42M |
| 3 |
Vanguard ESG International Stock ETF
VSGX
|
$548K |
| 4 |
BBBY
Bed Bath & Beyond, Inc.
BBBY
|
$405K |
| 5 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
$257K |
Top Sells
| 1 |
Nuveen ESG Large-Cap Growth ETF
NULG
|
$5.34M |
| 2 |
Chevron
CVX
|
$230K |
| 3 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$172K |
| 4 |
Marathon Petroleum
MPC
|
$151K |
| 5 |
Coinbase
COIN
|
$19.1K |
Sector Composition
| 1 | Financials | 7.46% |
| 2 | Consumer Discretionary | 7.04% |
| 3 | Energy | 5.88% |
| 4 | Industrials | 3.59% |
| 5 | Technology | 2.13% |