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
$152M
AUM Growth
-$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$369K
3
+$354K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$291K
5
DECK icon
Deckers Outdoor
DECK
+$271K

Top Sells

1
+$1.09M
2
+$959K
3
+$796K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$579K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$509K

Sector Composition

1 Technology 5.55%
2 Communication Services 3.11%
3 Industrials 1.2%
4 Real Estate 1.2%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.91%
23,329
-202
27
$1.07M 0.71%
12,140
+2,326
28
$1.05M 0.69%
2,395
+3
29
$937K 0.62%
17,597
30
$891K 0.59%
13,658
+567
31
$837K 0.55%
3,943
+21
32
$821K 0.54%
18,792
+1,276
33
$762K 0.5%
1,350
+75
34
$744K 0.49%
1,025
+23
35
$696K 0.46%
5,320
+1,110
36
$683K 0.45%
3,590
-2
37
$672K 0.44%
12,440
-95
38
$624K 0.41%
13,403
-180
39
$614K 0.4%
21,392
+7,100
40
$610K 0.4%
25,614
41
$606K 0.4%
32,657
42
$595K 0.39%
10,836
+21
43
$547K 0.36%
10,877
+1,014
44
$544K 0.36%
1,386
45
$496K 0.33%
3,594
-13
46
$493K 0.32%
1,810
-5
47
$491K 0.32%
2,211
48
$476K 0.31%
5,171
+74
49
$460K 0.3%
16,574
+2,708
50
$415K 0.27%
1,993
-24
1
2
3