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
$160M
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$951K
2
+$387K
3
+$269K
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$262K
5
MRVL icon
Marvell Technology
MRVL
+$210K

Top Sells

1
+$968K
2
+$945K
3
+$383K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$305K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$253K

Sector Composition

1 Technology 5.67%
2 Communication Services 2.71%
3 Real Estate 1.23%
4 Industrials 1.22%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.73%
10,781
+99
27
$970K 0.61%
17,597
+159
28
$925K 0.58%
9,814
+990
29
$884K 0.55%
13,091
-57
30
$879K 0.55%
2,392
31
$864K 0.54%
3,922
+34
32
$796K 0.5%
17,516
+2,863
33
$786K 0.49%
1,002
-4
34
$703K 0.44%
12,535
-525
35
$686K 0.43%
1,275
+5
36
$676K 0.42%
3,592
+548
37
$654K 0.41%
13,583
-49
38
$613K 0.38%
10,815
+1,426
39
$593K 0.37%
25,614
40
$581K 0.36%
5,097
-36
41
$580K 0.36%
32,657
42
$564K 0.35%
1,386
43
$557K 0.35%
2,211
-5
44
$514K 0.32%
9,863
+428
45
$514K 0.32%
1,815
-4
46
$513K 0.32%
3,607
-11
47
$504K 0.32%
4,210
-1,054
48
$444K 0.28%
2,017
-50
49
$435K 0.27%
14,292
50
$399K 0.25%
5,365
-1,316
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