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
$167M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$1.48M
3
+$1.27M
4
DFSU icon
Dimensional US Sustainability Core 1 ETF
DFSU
+$539K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$334K

Top Sells

1
+$5.08M
2
+$1.7M
3
+$1.39M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$667K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$579K

Sector Composition

1 Technology 6.2%
2 Communication Services 2.95%
3 Industrials 1.44%
4 Real Estate 1.23%
5 Financials 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.66%
17,597
27
$1.09M 0.65%
21,408
-7,913
28
$1.05M 0.63%
33,876
+17,302
29
$985K 0.59%
7,185
-12,373
30
$930K 0.56%
2,392
-3
31
$928K 0.56%
3,910
-33
32
$902K 0.54%
1,367
+17
33
$862K 0.52%
12,437
-1,221
34
$819K 0.49%
1,017
-8
35
$792K 0.48%
17,200
-1,592
36
$773K 0.46%
14,919
+1,516
37
$771K 0.46%
8,095
-4,045
38
$757K 0.45%
23,642
+2,250
39
$748K 0.45%
5,353
+33
40
$746K 0.45%
10,845
+9
41
$717K 0.43%
12,525
+85
42
$695K 0.42%
3,669
+79
43
$649K 0.39%
25,614
44
$642K 0.39%
11,491
+614
45
$636K 0.38%
1,456
+70
46
$609K 0.37%
32,657
47
$582K 0.35%
5,056
-115
48
$561K 0.34%
1,805
-5
49
$535K 0.32%
3,581
-13
50
$472K 0.28%
2,211
1
2
3