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

Top Buys

1
+$327K
2
+$284K
3
+$176K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$138K
5
ENVX icon
Enovix
ENVX
+$134K

Top Sells

1
+$277K
2
+$152K
3
+$128K
4
NVDA icon
NVIDIA
NVDA
+$68K
5
AMZN icon
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 Change
in Stake 		Capital Flow
26
$19.9K 0.02%
10,850
27
$12.9K 0.01%
10,800
28
– –
-23,031
1
2