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
$122M
AUM Growth
-$9.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$11.1M
3
+$7.43M
4
BITB icon
Bitwise Bitcoin ETF
BITB
+$1.93M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.67M

Top Sells

1
+$16.1M
2
+$5.07M
3
+$2.74M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.63M
5
GLD icon
SPDR Gold Trust
GLD
+$2.4M

Sector Composition

1 Financials 8.45%
2 Industrials 4.52%
3 Consumer Discretionary 2.69%
4 Technology 0.98%
5 Energy 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.1K 0.01%
10,850
27
$7.28K 0.01%
10,800
28
– –
-29,834
29
– –
-517
30
– –
-166,390
1
2