SRWM

Shira Ridge Wealth Management Portfolio holdings

AUM $253M
1-Year Est. Return 18.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$709K
2
+$705K
3
+$580K
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$481K
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$450K

Top Sells

1
+$928K
2
+$386K
3
+$350K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$334K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$236K

Sector Composition

1 Technology 5.73%
2 Communication Services 3.51%
3 Financials 1.2%
4 Consumer Discretionary 0.8%
5 Consumer Staples 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 0.74%
17,203
27
$1.7M 0.72%
6,976
+200
28
$1.66M 0.7%
5,046
+433
29
$1.53M 0.65%
1,658
+12
30
$1.39M 0.59%
1,895
+7
31
$1.3M 0.55%
6,965
+181
32
$1.22M 0.52%
28,727
-2,286
33
$1.05M 0.44%
10,976
34
$993K 0.42%
11,700
-55
35
$938K 0.4%
4,271
+139
36
$900K 0.38%
12,422
37
$858K 0.36%
1,401
+4
38
$802K 0.34%
19,590
+616
39
$797K 0.34%
1,662
-11
40
$755K 0.32%
+16,498
41
$739K 0.31%
3,669
+3
42
$704K 0.3%
12,350
-427
43
$685K 0.29%
2,171
+84
44
$648K 0.27%
2,354
-31
45
$646K 0.27%
3,465
-31
46
$597K 0.25%
762
47
$543K 0.23%
21,114
48
$535K 0.23%
406
49
$520K 0.22%
1,772
50
$477K 0.2%
1,446
-157
1
2
3 4