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
$130M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$925K
2
+$289K
3
+$270K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$181K
5
SOFI icon
SoFi Technologies
SOFI
+$152K

Top Sells

1
+$5.69M
2
+$2.73M
3
+$313K
4
COIN icon
Coinbase
COIN
+$220K
5
GLD icon
SPDR Gold Trust
GLD
+$128K

Sector Composition

1 Financials 9.06%
2 Industrials 6.75%
3 Consumer Discretionary 3.99%
4 Technology 2.59%
5 Energy 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$76.8K 0.06%
11,000
27
$21.6K 0.02%
10,850
28
$15.1K 0.01%
10,800
29
– –
-36,086
30
– –
-13,544
1
2