RWM

Refined Wealth Management Portfolio holdings

AUM $158M
1-Year Est. Return 24.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$12.4M
3
+$8.28M
4
CVX icon
Chevron
CVX
+$8.1M
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$7.81M

Top Sells

1
+$17.3M
2
+$14.7M
3
+$8.47M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$7.64M
5
VTV icon
Vanguard Value ETF
VTV
+$5.66M

Sector Composition

1 Energy 10.02%
2 Financials 6.78%
3 Industrials 3.31%
4 Consumer Discretionary 1.76%
5 Technology 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIV icon
51
Vanguard Intermediate-Term Bond ETF
BIV
$28.2B
– –
-98,070
BND icon
52
Vanguard Total Bond Market
BND
$153B
– –
-3,517
VBK icon
53
Vanguard Small-Cap Growth ETF
VBK
$23.7B
– –
-942
VOT icon
54
Vanguard Mid-Cap Growth ETF
VOT
$19.4B
– –
-1,143
VWO icon
55
Vanguard FTSE Emerging Markets ETF
VWO
$123B
– –
-9,677
AVGO icon
56
Broadcom
AVGO
$2.28T
– –
-581
XSOE icon
57
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.25B
– –
-6,048
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