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
+$4.56K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$327K
2
+$284K
3
+$176K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$138K
5
ENVX icon
Enovix
ENVX
+$134K

Top Sells

1
+$277K
2
+$152K
3
+$128K
4
NVDA icon
NVIDIA
NVDA
+$68K
5
AMZN icon
Amazon
AMZN
+$35.8K

Sector Composition

1 Financials 7.14%
2 Industrials 4.45%
3 Consumer Discretionary 3.41%
4 Technology 2.77%
5 Energy 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19M 14.62%
376,961
+1,867
2
$18.8M 14.52%
227,936
-3,348
3
$17.2M 13.23%
278,944
+5,311
4
$8.98M 6.93%
215,134
+1,870
5
$8.93M 6.89%
50,139
-720
6
$8.45M 6.51%
86,088
+1,406
7
$8.31M 6.41%
102,267
+445
8
$5.9M 4.55%
24,276
+184
9
$5.53M 4.26%
167,305
+3,271
10
$5.44M 4.19%
20,612
+666
11
$4.98M 3.84%
609,090
+16,367
12
$4.51M 3.48%
130,492
+2,196
13
$3.52M 2.72%
349,332
+28,147
14
$2.98M 2.3%
12,785
+146
15
$1.47M 1.14%
6,206
+74
16
$1.13M 0.87%
29,939
+41
17
$900K 0.69%
4,829
-192
18
$897K 0.69%
14,977
19
$751K 0.58%
1,423
+17
20
$615K 0.47%
5,062
-560
21
$582K 0.45%
2,363
+12
22
$321K 0.25%
698
-10
23
$221K 0.17%
1,833
24
$212K 0.16%
641
+1
25
$71.8K 0.06%
11,000
1
2