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
$130M
AUM Growth
+$4.56K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$319K
2
+$313K
3
+$170K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$167K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$136K

Top Sells

1
+$268K
2
+$152K
3
+$144K
4
NVDA icon
NVIDIA
NVDA
+$66.1K
5
AMZN icon
Amazon
AMZN
+$35K

Sector Composition

1 Financials 7.14%
2 Industrials 4.45%
3 Consumer Discretionary 3.41%
4 Technology 2.77%
5 Energy 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.9K 0.02%
10,850
27
$12.9K 0.01%
10,800
28
– –
-23,031
1
2