RWM
Refined Wealth Management Portfolio holdings
AUM
$145M
This Quarter Return
+5.06%
1 Year Return
+25.64%
3 Year Return
+94.21%
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
84.09%
Holding
20
New
20
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard ESG US Stock ETF
ESGV
|
$20.7M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$13.1M |
| 3 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$13M |
| 4 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$13M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$11.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 10.18% |
| 2 | Consumer Discretionary | 8.27% |
| 3 | Technology | 1.48% |
| 4 | Healthcare | 0.7% |
| 5 | Industrials | 0.39% |
