SRWM
Shira Ridge Wealth Management Portfolio holdings
AUM
$219M
This Quarter Return
+6.76%
1 Year Return
+13.29%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$151M
AUM Growth
+$6.23M
(+4.3%)
Cap. Flow
-$2.42M
Cap. Flow
% of AUM
-1.6%
Top 10 Holdings %
Top 10 Hldgs %
59.12%
Holding
64
New
6
Increased
22
Reduced
25
Closed
1
Top Buys
| 1 |
iShares Core High Dividend ETF
HDV
|
$808K |
| 2 |
iShares Core Total USD Bond Market ETF
IUSB
|
$676K |
| 3 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
$294K |
| 4 |
Cisco
CSCO
|
$258K |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$255K |
Top Sells
Sector Composition
| 1 | Technology | 4.96% |
| 2 | Communication Services | 3.3% |
| 3 | Real Estate | 1.33% |
| 4 | Industrials | 1.06% |
| 5 | Financials | 0.66% |
