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
$131M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$388K
2
+$255K
3
+$250K
4
TSLA icon
Tesla
TSLA
+$209K
5
GLD icon
SPDR Gold Trust
GLD
+$207K

Top Sells

1
+$754K
2
+$212K
3
+$172K
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$130K
5
COIN icon
Coinbase
COIN
+$115K

Sector Composition

1 Financials 9.63%
2 Industrials 5.12%
3 Technology 2.94%
4 Consumer Discretionary 2.47%
5 Energy 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.8M 14.32%
219,158
-8,778
2
$18.3M 13.94%
373,457
-3,504
3
$15.7M 11.94%
276,644
-2,300
4
$12.3M 9.39%
49,676
-463
5
$8.96M 6.82%
214,675
-459
6
$7.61M 5.79%
101,766
-501
7
$7.5M 5.71%
85,837
-251
8
$6.89M 5.24%
135,412
+4,920
9
$6.18M 4.7%
649,835
+40,745
10
$6.08M 4.63%
25,129
+853
11
$5.41M 4.12%
20,472
-140
12
$5.07M 3.86%
166,390
-915
13
$3.19M 2.43%
12,728
-57
14
$1.98M 1.51%
401,095
+51,763
15
$1.49M 1.13%
6,182
-24
16
$1.08M 0.82%
29,834
-105
17
$1.06M 0.81%
4,829
18
$885K 0.67%
14,811
-166
19
$778K 0.59%
1,443
+20
20
$680K 0.52%
5,062
21
$542K 0.41%
2,376
+13
22
$316K 0.24%
698
23
$223K 0.17%
1,833
24
$209K 0.16%
+517
25
$72.6K 0.06%
11,000
1
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