RWM

Refined Wealth Management Portfolio holdings

AUM $149M
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$272K
3
+$223K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$213K
5
TSLA icon
Tesla
TSLA
+$212K

Top Sells

1
+$55.5K
2
+$53.4K
3
+$44.9K
4
NVDA icon
NVIDIA
NVDA
+$10.3K

Sector Composition

1 Financials 14.39%
2 Industrials 5.44%
3 Consumer Discretionary 2.77%
4 Technology 0.92%
5 Communication Services 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$213K 0.15%
+3,485
27
$212K 0.15%
+668
28
$208K 0.14%
+6,031
29
$208K 0.14%
+582
30
$201K 0.14%
+3,072
31
$76.3K 0.05%
11,000
32
$19.7K 0.01%
10,850
33
$11.3K 0.01%
10,800
1
2