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
$249M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$3.29M
3
+$3.23M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3M
5
CGDG icon
Capital Group Dividend Growers ETF
CGDG
+$2.36M

Top Sells

1
+$4.82M
2
+$3M
3
+$2.52M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.09M
5
IXN icon
iShares Global Tech ETF
IXN
+$1.97M

Sector Composition

1 Technology 5.39%
2 Communication Services 3.72%
3 Financials 1.12%
4 Consumer Discretionary 0.64%
5 Consumer Staples 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
51
Broadcom
AVGO
$1.51T
$489K 0.2%
1,414
-32
SPYM
52
State Street SPDR Portfolio S&P 500 ETF
SPYM
$107B
$484K 0.19%
6,038
-13
QQQ icon
53
Invesco QQQ Trust
QQQ
$399B
$449K 0.18%
731
CVX icon
54
Chevron
CVX
$375B
$417K 0.17%
2,739
+507
TSLA icon
55
Tesla
TSLA
$1.51T
$409K 0.16%
909
-17
ITOT icon
56
iShares Core S&P Total US Stock Market ETF
ITOT
$82.6B
$392K 0.16%
2,633
-152
IVW icon
57
iShares S&P 500 Growth ETF
IVW
$64.2B
$387K 0.16%
3,141
+10
IYH icon
58
iShares US Healthcare ETF
IYH
$3.34B
$380K 0.15%
5,834
-804
CSCO icon
59
Cisco
CSCO
$314B
$379K 0.15%
4,916
-188
BRK.B icon
60
Berkshire Hathaway Class B
BRK.B
$1.04T
$352K 0.14%
701
-20
JIRE icon
61
JPMorgan International Research Enhanced Equity ETF
JIRE
$10.3B
$334K 0.13%
4,466
+137
SYK icon
62
Stryker
SYK
$148B
$321K 0.13%
913
-34
HDV
63
iShares Core High Dividend ETF
HDV
$13.8B
$321K 0.13%
2,636
-196
MRVL icon
64
Marvell Technology
MRVL
$68.5B
$294K 0.12%
3,463
-84
SCHX icon
65
Schwab US Large- Cap ETF
SCHX
$64.2B
$262K 0.11%
9,735
IJH icon
66
iShares Core S&P Mid-Cap ETF
IJH
$113B
$256K 0.1%
3,877
-2,014
NEM icon
67
Newmont
NEM
$140B
$253K 0.1%
+2,537
IWP icon
68
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$250K 0.1%
1,822
XLK icon
69
State Street Technology Select Sector SPDR ETF
XLK
$88.2B
$238K 0.1%
1,652
-78
MCK icon
70
McKesson
MCK
$121B
$235K 0.09%
287
IEMG icon
71
iShares Core MSCI Emerging Markets ETF
IEMG
$146B
$234K 0.09%
3,481
-61
LLY icon
72
Eli Lilly
LLY
$960B
$224K 0.09%
+208
CALI
73
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$276M
$223K 0.09%
4,426
-21
T icon
74
AT&T
T
$196B
$221K 0.09%
8,889
-1,612
IVE icon
75
iShares S&P 500 Value ETF
IVE
$50.5B
$220K 0.09%
+1,039
1 2
3
4