SRWM

Shira Ridge Wealth Management Portfolio holdings

AUM $236M
1-Year Est. Return 15.53%
This Quarter Est. Return
1 Year Est. Return
+15.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$676K
3
+$294K
4
CSCO icon
Cisco
CSCO
+$258K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$255K

Top Sells

1
+$1.07M
2
+$948K
3
+$934K
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$652K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$635K

Sector Composition

1 Technology 4.96%
2 Communication Services 3.3%
3 Real Estate 1.33%
4 Industrials 1.06%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.77%
16,124
27
$1.08M 0.71%
10,682
+1,186
28
$889K 0.59%
13,148
+42
29
$855K 0.56%
2,392
+7
30
$822K 0.54%
17,438
+141
31
$805K 0.53%
8,824
+2,798
32
$793K 0.52%
3,888
-311
33
$725K 0.48%
1,006
34
$713K 0.47%
13,060
-495
35
$687K 0.45%
5,133
36
$676K 0.45%
+14,653
37
$666K 0.44%
32,657
38
$631K 0.42%
1,270
+9
39
$606K 0.4%
13,632
-4,138
40
$599K 0.4%
25,614
41
$546K 0.36%
5,264
-1,075
42
$521K 0.34%
1,386
+104
43
$518K 0.34%
2,216
-52
44
$507K 0.33%
3,044
45
$500K 0.33%
3,618
+441
46
$492K 0.32%
9,389
47
$486K 0.32%
6,681
+182
48
$454K 0.3%
9,435
+459
49
$454K 0.3%
1,819
-20
50
$436K 0.29%
2,067
-8
1
2
3