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
$204M
AUM Growth
+$8.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.14M
3
+$1.79M
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$1.08M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$805K

Top Sells

1
+$984K
2
+$899K
3
+$877K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$825K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$487K

Sector Composition

1 Technology 5.86%
2 Communication Services 3.12%
3 Consumer Discretionary 1.23%
4 Financials 1.17%
5 Consumer Staples 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.73%
1,618
+43
27
$1.44M 0.7%
25,111
+14,053
28
$1.27M 0.62%
6,692
+686
29
$1.23M 0.6%
32,383
-436
30
$1.07M 0.53%
1,833
+85
31
$1.02M 0.5%
3,507
-168
32
$893K 0.44%
14,006
-200
33
$850K 0.42%
6,330
+914
34
$842K 0.41%
3,836
+286
35
$826K 0.4%
11,685
-301
36
$818K 0.4%
2,385
37
$812K 0.4%
10,974
38
$806K 0.39%
24,542
39
$790K 0.39%
3,721
+22
40
$763K 0.37%
1,416
-8
41
$710K 0.35%
12,187
+220
42
$706K 0.35%
1,720
-10
43
$700K 0.34%
742
-255
44
$662K 0.32%
3,262
+274
45
$622K 0.3%
3,673
-22
46
$559K 0.27%
18,569
-7,045
47
$537K 0.26%
7,787
-253
48
$515K 0.25%
406
49
$490K 0.24%
2,043
+109
50
$479K 0.23%
21,114
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