RWM

Refined Wealth Management Portfolio holdings

AUM $149M
1-Year Est. Return 18.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$2.64M
2 +$1.27M
3 +$512K
4
BBBY
Bed Bath & Beyond
BBBY
+$277K
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$236K

Top Sells

1 +$4.89M
2 +$233K
3 +$172K
4
MPC icon
Marathon Petroleum
MPC
+$152K
5
COIN icon
Coinbase
COIN
+$12K

Sector Composition

1 Financials 7.46%
2 Consumer Discretionary 7.04%
3 Energy 5.88%
4 Industrials 3.59%
5 Technology 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$16.6K 0.01%
10,800