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
$131M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$388K
2 +$255K
3 +$250K
4
TSLA icon
Tesla
TSLA
+$209K
5
GLD icon
SPDR Gold Trust
GLD
+$207K

Top Sells

1 +$754K
2 +$212K
3 +$172K
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$130K
5
COIN icon
Coinbase
COIN
+$115K

Sector Composition

1 Financials 9.63%
2 Industrials 5.12%
3 Technology 2.94%
4 Consumer Discretionary 2.47%
5 Energy 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$19.5K 0.01%
10,850
27
$12.4K 0.01%
10,800
28
-641