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
$253M
AUM Growth
+$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$3.08M
3
+$2.73M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.33M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.85M

Top Sells

1
+$3.79M
2
+$1.66M
3
+$666K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$452K
5
IYH icon
iShares US Healthcare ETF
IYH
+$380K

Sector Composition

1 Technology 4.79%
2 Communication Services 3.42%
3 Financials 1.03%
4 Consumer Staples 0.76%
5 Consumer Discretionary 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TDG icon
51
TransDigm Group
TDG
$72B
$471K 0.19%
406
AVGO icon
52
Broadcom
AVGO
$1.89T
$443K 0.18%
1,430
+16
ARTY
53
iShares Future AI & Tech ETF
ARTY
$2.64B
$431K 0.17%
9,256
-75,487
QQQ icon
54
Invesco QQQ Trust
QQQ
$420B
$417K 0.16%
722
-9
CSCO icon
55
Cisco
CSCO
$346B
$382K 0.15%
4,917
+1
ITOT icon
56
iShares Core S&P Total US Stock Market ETF
ITOT
$87.6B
$370K 0.15%
2,598
-35
IVW icon
57
iShares S&P 500 Growth ETF
IVW
$68.9B
$366K 0.14%
3,232
+91
HDV
58
iShares Core High Dividend ETF
HDV
$13.3B
$358K 0.14%
2,636
TSLA icon
59
Tesla
TSLA
$1.47T
$343K 0.14%
923
+14
MRVL icon
60
Marvell Technology
MRVL
$129B
$343K 0.14%
3,463
JIRE icon
61
JPMorgan International Research Enhanced Equity ETF
JIRE
$10.7B
$342K 0.14%
4,513
+47
BRK.B icon
62
Berkshire Hathaway Class B
BRK.B
$1.02T
$336K 0.13%
701
SYK icon
63
Stryker
SYK
$130B
$300K 0.12%
913
NEM icon
64
Newmont
NEM
$124B
$266K 0.11%
2,455
-82
T icon
65
AT&T
T
$183B
$259K 0.1%
8,923
+34
SCHX icon
66
Schwab US Large- Cap ETF
SCHX
$67.3B
$250K 0.1%
9,735
MCK icon
67
McKesson
MCK
$105B
$248K 0.1%
287
VZ icon
68
Verizon
VZ
$194B
$243K 0.1%
4,831
-109
IWP icon
69
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$233K 0.09%
1,822
GLD icon
70
SPDR Gold Trust
GLD
$163B
$232K 0.09%
539
-5
IJH icon
71
iShares Core S&P Mid-Cap ETF
IJH
$116B
$228K 0.09%
3,381
-496
XLK icon
72
State Street Technology Select Sector SPDR ETF
XLK
$98.7B
$220K 0.09%
1,652
MCD icon
73
McDonald's
MCD
$218B
$219K 0.09%
706
IVE icon
74
iShares S&P 500 Value ETF
IVE
$48.8B
$212K 0.08%
1,004
-35
VB icon
75
Vanguard Small-Cap ETF
VB
$77.3B
$210K 0.08%
801
+10
1 2
3
4