RWM
Refined Wealth Management Portfolio holdings
AUM
$145M
1-Year Return
25.64%
This Quarter Return
+1.11%
1 Year Return
+25.64%
3 Year Return
+94.21%
5 Year Return
–
10 Year Return
–
AUM
$130M
AUM Growth
+$4.56K
(+0%)
Cap. Flow
+$894K
Cap. Flow
% of AUM
0.69%
Top 10 Holdings %
Top 10 Hldgs %
82.11%
Holding
28
New
–
Increased
17
Reduced
5
Closed
1
Top Buys
| 1 |
Vanguard ESG International Stock ETF
VSGX
|
$327K |
| 2 |
BBBY
Bed Bath & Beyond, Inc.
BBBY
|
$284K |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$176K |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$138K |
| 5 |
Enovix
ENVX
|
$134K |
Top Sells
| 1 |
Nuveen ESG Large-Cap Growth ETF
NULG
|
$277K |
| 2 |
SoFi Technologies
SOFI
|
$152K |
| 3 |
Coinbase
COIN
|
$128K |
| 4 |
NVIDIA
NVDA
|
$68K |
| 5 |
Amazon
AMZN
|
$35.8K |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Denison Mines
DNN
$2.04B
| $19.9K | 0.02% |
10,850
| – | – |
|
|
URG
27
Ur-Energy
URG
$565M
| $12.9K | 0.01% |
10,800
| – | – |
|
|
28
SoFi Technologies
SOFI
$30.4B
| – | – |
-23,031
| Closed | -$152K |
|