SRWM

Shira Ridge Wealth Management Portfolio holdings

AUM $219M
1-Year Est. Return 13.29%
This Quarter Est. Return
1 Year Est. Return
+13.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.08M
3
+$273K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$209K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$201K

Top Sells

1
+$2.07M
2
+$985K
3
+$597K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$535K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$421K

Sector Composition

1 Technology 5.42%
2 Communication Services 2.89%
3 Industrials 1.53%
4 Financials 1.21%
5 Real Estate 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.7%
35,611
+1,735
27
$1.11M 0.64%
13,595
-2,813
28
$1.04M 0.59%
20,455
-953
29
$1.02M 0.58%
3,910
30
$993K 0.57%
1,356
-11
31
$900K 0.52%
12,697
+260
32
$840K 0.48%
14,739
-180
33
$827K 0.47%
5,481
+128
34
$820K 0.47%
994
-23
35
$816K 0.47%
24,242
+600
36
$803K 0.46%
17,624
+424
37
$786K 0.45%
10,871
+26
38
$764K 0.44%
1,589
+133
39
$756K 0.43%
3,669
40
$749K 0.43%
12,099
-426
41
$693K 0.4%
2,385
-7
42
$659K 0.38%
25,614
43
$633K 0.36%
3,510
+630
44
$629K 0.36%
3,862
+281
45
$620K 0.35%
1,800
-5
46
$612K 0.35%
1,261
47
$602K 0.34%
5,934
-2,161
48
$580K 0.33%
9,430
-2,061
49
$576K 0.33%
32,657
50
$573K 0.33%
11,295
+3,839
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