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
$179M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$444K
2
+$435K
3
+$325K
4
META icon
Meta Platforms (Facebook)
META
+$275K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$271K

Top Sells

1
+$1.53M
2
+$325K
3
+$301K
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$219K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$207K

Sector Composition

1 Technology 5.97%
2 Communication Services 3.39%
3 Financials 1.24%
4 Real Estate 1.05%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.69%
971
-1,200
27
$1.17M 0.65%
1,380
+24
28
$1.03M 0.57%
5,644
+163
29
$982K 0.55%
3,672
-238
30
$946K 0.53%
18,639
-1,816
31
$911K 0.51%
1,807
+546
32
$903K 0.5%
11,054
-2,541
33
$864K 0.48%
12,455
-242
34
$848K 0.47%
18,761
+1,137
35
$809K 0.45%
10,972
+101
36
$808K 0.45%
24,542
+300
37
$781K 0.44%
3,707
+38
38
$752K 0.42%
994
39
$718K 0.4%
12,199
-2,540
40
$717K 0.4%
11,701
-398
41
$713K 0.4%
2,385
42
$712K 0.4%
1,424
-165
43
$709K 0.39%
13,988
+2,693
44
$688K 0.38%
3,560
+50
45
$657K 0.37%
5,316
-14
46
$649K 0.36%
1,734
-66
47
$634K 0.35%
25,614
48
$583K 0.32%
32,657
49
$582K 0.32%
3,631
-231
50
$569K 0.32%
5,914
-20
1
2
3 4