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
$129M
AUM Growth
+$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$258K
3
+$211K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$200K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$195K

Top Sells

1
+$490K
2
+$320K
3
+$19.7K

Sector Composition

1 Energy 10.27%
2 Consumer Discretionary 7.01%
3 Financials 2.87%
4 Technology 1.67%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.5M 18.26%
267,899
+4,191
2
$13.6M 10.53%
105,093
+1,510
3
$13.3M 10.3%
434,138
+3,342
4
$13.2M 10.26%
290,025
+1,952
5
$11.9M 9.25%
147,643
+123
6
$9.13M 7.08%
77,767
-2,724
7
$6.12M 4.74%
35,776
+783
8
$5.67M 4.4%
34,020
+860
9
$5.16M 4%
20,249
+299
10
$4.79M 3.71%
77,189
+3,101
11
$4.68M 3.63%
20,707
+253
12
$4.12M 3.19%
64,322
-7,663
13
$3.49M 2.71%
13,845
+672
14
$3.37M 2.61%
57,055
+4,376
15
$1.99M 1.54%
11,217
+491
16
$1.77M 1.37%
29,573
-330
17
$871K 0.68%
6,501
+276
18
$746K 0.58%
1,708
+360
19
$544K 0.42%
2,160
+10
20
$369K 0.29%
4,224
+341
21
$211K 0.16%
+706
22
$200K 0.16%
+3,920
23
$159K 0.12%
6,008
+796