RWM

Refined Wealth Management Portfolio holdings

AUM $149M
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$272K
3
+$223K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$213K
5
TSLA icon
Tesla
TSLA
+$212K

Top Sells

1
+$55.5K
2
+$53.4K
3
+$44.9K
4
NVDA icon
NVIDIA
NVDA
+$10.3K

Sector Composition

1 Financials 14.39%
2 Industrials 5.44%
3 Consumer Discretionary 2.77%
4 Technology 0.92%
5 Communication Services 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.6M 14.15%
58,748
+940
2
$16.6M 11.41%
335,394
+1,161
3
$15.9M 10.96%
243,425
+1,772
4
$13.8M 9.47%
24,987
+405
5
$11.5M 7.92%
65,211
+863
6
$10.5M 7.22%
179,375
+1,059
7
$8.76M 6.02%
210,651
+572
8
$7.52M 5.17%
97,222
+178
9
$7.15M 4.91%
789,898
+17,956
10
$5.12M 3.52%
16,789
+2
11
$5.03M 3.46%
57,026
+96
12
$4.98M 3.43%
65,669
+25
13
$3.72M 2.56%
13,285
+285
14
$3.34M 2.29%
14,081
+363
15
$2.88M 1.98%
461,064
+1,278
16
$1.21M 0.83%
12,853
-568
17
$1.11M 0.76%
1,959
+2
18
$940K 0.65%
4,283
-253
19
$887K 0.61%
14,811
20
$769K 0.53%
4,870
-65
21
$564K 0.39%
2,750
-219
22
$555K 0.38%
2,412
+23
23
$339K 0.23%
698
24
$272K 0.19%
+368
25
$232K 0.16%
1,833
1
2