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
$196M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.75M
3
+$2.61M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.33M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.82M

Top Sells

1
+$1.72M
2
+$1.65M
3
+$1.52M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$1.28M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$1.28M

Sector Composition

1 Technology 5.78%
2 Communication Services 2.73%
3 Financials 1.14%
4 Consumer Discretionary 0.99%
5 Real Estate 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.71%
1,575
+195
27
$1.3M 0.66%
27,719
-36,669
28
$1.22M 0.62%
32,819
-3,792
29
$1.13M 0.58%
23,003
-33,519
30
$1.04M 0.53%
3,675
+3
31
$1M 0.51%
1,748
-59
32
$996K 0.51%
6,006
+362
33
$919K 0.47%
11,986
-469
34
$885K 0.45%
997
+3
35
$884K 0.45%
14,206
+2,007
36
$877K 0.45%
17,219
-1,420
37
$877K 0.45%
24,542
38
$825K 0.42%
16,269
-29,967
39
$825K 0.42%
3,699
-8
40
$778K 0.4%
11,967
+266
41
$773K 0.39%
2,385
42
$751K 0.38%
1,424
43
$727K 0.37%
25,614
44
$711K 0.36%
10,974
+2
45
$695K 0.35%
5,909
-10,845
46
$664K 0.34%
1,730
-4
47
$661K 0.34%
3,550
-10
48
$658K 0.34%
5,416
+100
49
$645K 0.33%
3,695
+64
50
$643K 0.33%
11,058
+2,360
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