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
$130M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$925K
2
+$289K
3
+$270K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$181K
5
SOFI icon
SoFi Technologies
SOFI
+$152K

Top Sells

1
+$5.69M
2
+$2.73M
3
+$313K
4
COIN icon
Coinbase
COIN
+$220K
5
GLD icon
SPDR Gold Trust
GLD
+$128K

Sector Composition

1 Financials 9.06%
2 Industrials 6.75%
3 Consumer Discretionary 3.99%
4 Technology 2.59%
5 Energy 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.8M 14.48%
231,284
-3,855
2
$18.3M 14.08%
375,094
-917
3
$15.7M 12.08%
273,633
+5,041
4
$11.3M 8.72%
50,859
-989
5
$8.91M 6.87%
213,264
-1,879
6
$8.02M 6.18%
592,723
+68,389
7
$7.77M 5.99%
84,682
+1,037
8
$7.72M 5.96%
101,822
+590
9
$5.18M 3.99%
24,092
-593
10
$5.02M 3.87%
164,034
+2,487
11
$4.83M 3.72%
19,946
+748
12
$4.2M 3.24%
321,185
+20,663
13
$4.19M 3.23%
128,296
+1,974
14
$2.66M 2.05%
12,639
+384
15
$1.34M 1.03%
6,132
+42
16
$1.07M 0.82%
29,898
-408
17
$970K 0.75%
5,021
-54
18
$893K 0.69%
14,977
-413
19
$703K 0.54%
1,406
20
$695K 0.54%
5,622
-998
21
$532K 0.41%
2,351
+25
22
$288K 0.22%
708
+2
23
$206K 0.16%
1,833
24
$201K 0.15%
640
25
$152K 0.12%
+23,031
1
2