SRWM

Shira Ridge Wealth Management Portfolio holdings

AUM $249M
1-Year Est. Return 17.89%
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
+$6.35M
2
+$3.29M
3
+$3.21M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.99M
5
CGDG icon
Capital Group Dividend Growers ETF
CGDG
+$2.39M

Top Sells

1
+$4.88M
2
+$2.93M
3
+$2.57M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.1M
5
IXN icon
iShares Global Tech ETF
IXN
+$1.96M

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
$1.67T
$489K 0.2%
1,414
-32
SPYM
52
State Street SPDR Portfolio S&P 500 ETF
SPYM
$102B
$484K 0.19%
6,038
-13
QQQ icon
53
Invesco QQQ Trust
QQQ
$409B
$449K 0.18%
731
CVX icon
54
Chevron
CVX
$332B
$417K 0.17%
2,739
+507
TSLA icon
55
Tesla
TSLA
$1.46T
$409K 0.16%
909
-17
ITOT icon
56
iShares Core S&P Total US Stock Market ETF
ITOT
$81.8B
$392K 0.16%
2,633
-152
IVW icon
57
iShares S&P 500 Growth ETF
IVW
$66.9B
$387K 0.16%
3,141
+10
IYH icon
58
iShares US Healthcare ETF
IYH
$3.55B
$380K 0.15%
5,834
-804
CSCO icon
59
Cisco
CSCO
$297B
$379K 0.15%
4,916
-188
BRK.B icon
60
Berkshire Hathaway Class B
BRK.B
$1.06T
$352K 0.14%
701
-20
JIRE icon
61
JPMorgan International Research Enhanced Equity ETF
JIRE
$10.1B
$334K 0.13%
4,466
+137
SYK icon
62
Stryker
SYK
$139B
$321K 0.13%
913
-34
HDV icon
63
iShares Core High Dividend ETF
HDV
$12.3B
$321K 0.13%
2,636
-196
MRVL icon
64
Marvell Technology
MRVL
$68.2B
$294K 0.12%
3,463
-84
SCHX icon
65
Schwab US Large- Cap ETF
SCHX
$64.4B
$262K 0.11%
9,735
IJH icon
66
iShares Core S&P Mid-Cap ETF
IJH
$109B
$256K 0.1%
3,877
-2,014
NEM icon
67
Newmont
NEM
$125B
$253K 0.1%
+2,537
IWP icon
68
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$250K 0.1%
1,822
XLK icon
69
State Street Technology Select Sector SPDR ETF
XLK
$93.6B
$238K 0.1%
1,652
-78
MCK icon
70
McKesson
MCK
$104B
$235K 0.09%
287
IEMG icon
71
iShares Core MSCI Emerging Markets ETF
IEMG
$128B
$234K 0.09%
3,481
-61
LLY icon
72
Eli Lilly
LLY
$929B
$224K 0.09%
+208
CALI
73
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$233M
$223K 0.09%
4,426
-21
T icon
74
AT&T
T
$167B
$221K 0.09%
8,889
-1,612
IVE icon
75
iShares S&P 500 Value ETF
IVE
$49.3B
$220K 0.09%
+1,039
1 2
3
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