RWM

Refined Wealth Management Portfolio holdings

AUM $156M
1-Year Est. Return 31.01%
This Quarter Est. Return
1 Year Est. Return
+31.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$9.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$11.1M
3
+$7.43M
4
BITB icon
Bitwise Bitcoin ETF
BITB
+$1.93M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.67M

Top Sells

1
+$16.1M
2
+$5.07M
3
+$2.74M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.63M
5
GLD icon
SPDR Gold Trust
GLD
+$2.4M

Sector Composition

1 Financials 8.45%
2 Industrials 4.52%
3 Consumer Discretionary 2.69%
4 Technology 0.98%
5 Energy 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.3M 13.35%
334,233
-39,224
2
$14.3M 11.66%
241,653
-34,991
3
$11.5M 9.43%
+24,582
4
$11.1M 9.09%
+64,348
5
$9.96M 8.14%
57,808
+8,132
6
$8.64M 7.07%
210,079
-4,596
7
$8M 6.55%
178,316
+42,904
8
$7.43M 6.08%
+97,044
9
$5.18M 4.24%
56,930
-28,907
10
$4.98M 4.08%
65,644
-36,122
11
$4.96M 4.06%
771,942
+122,107
12
$4.84M 3.96%
16,787
-8,342
13
$3.36M 2.75%
13,000
-7,472
14
$3.04M 2.49%
13,718
+7,536
15
$2.42M 1.98%
459,786
+18,581
16
$1.05M 0.86%
13,421
-205,737
17
$1.01M 0.82%
1,957
+514
18
$886K 0.73%
14,811
19
$863K 0.71%
4,536
-293
20
$660K 0.54%
2,969
-9,759
21
$564K 0.46%
2,389
+13
22
$535K 0.44%
4,935
-127
23
$372K 0.3%
698
24
$211K 0.17%
1,833
25
$49.4K 0.04%
11,000
1
2