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
$142M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$1.1M
3
+$437K
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$408K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$363K

Top Sells

1
+$1.98M
2
+$1.56M
3
+$458K
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$250K
5
MPC icon
Marathon Petroleum
MPC
+$131K

Sector Composition

1 Financials 9.89%
2 Consumer Discretionary 8.25%
3 Energy 6.01%
4 Industrials 3.13%
5 Technology 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$200K 0.14%
+1,833
27
$85.5K 0.06%
11,000
28
$21.2K 0.01%
10,850
29
$17.3K 0.01%
10,800
1
2