SRWM

Shira Ridge Wealth Management Portfolio holdings

AUM $249M
1-Year Est. Return 17.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$717K
3
+$347K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$331K
5
NFLX icon
Netflix
NFLX
+$254K

Top Sells

1
+$823K
2
+$656K
3
+$630K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$528K
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$424K

Sector Composition

1 Technology 5.31%
2 Communication Services 3.15%
3 Financials 1.25%
4 Consumer Discretionary 0.89%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 0.74%
1,646
-3
27
$1.62M 0.74%
17,203
-123
28
$1.4M 0.64%
4,613
+1,088
29
$1.39M 0.64%
1,888
+83
30
$1.22M 0.56%
31,013
-370
31
$1.19M 0.55%
6,776
-48
32
$1.07M 0.49%
6,784
+164
33
$1M 0.46%
10,976
+1
34
$988K 0.45%
11,755
+65
35
$975K 0.45%
2,385
36
$907K 0.41%
4,132
-416
37
$833K 0.38%
12,422
+15
38
$802K 0.37%
3,666
-52
39
$793K 0.36%
1,397
40
$748K 0.34%
18,974
41
$733K 0.34%
1,673
-11
42
$712K 0.33%
12,777
-11,311
43
$669K 0.31%
4,965
-4,869
44
$618K 0.28%
3,496
-51
45
$617K 0.28%
406
46
$606K 0.28%
762
+20
47
$605K 0.28%
2,087
-25
48
$565K 0.26%
9,997
-462
49
$503K 0.23%
21,114
50
$496K 0.23%
1,772
-20
1
2
3 4