SRWM

Shira Ridge Wealth Management Portfolio holdings

AUM $219M
1-Year Est. Return 13.29%
This Quarter Est. Return
1 Year Est. Return
+13.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$676K
3
+$294K
4
CSCO icon
Cisco
CSCO
+$258K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$255K

Top Sells

1
+$1.07M
2
+$948K
3
+$934K
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$652K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$635K

Sector Composition

1 Technology 4.96%
2 Communication Services 3.3%
3 Real Estate 1.33%
4 Industrials 1.06%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$432K 0.29%
7,852
-205
52
$429K 0.28%
14,292
+92
53
$390K 0.26%
19,730
-2,346
54
$337K 0.22%
21,114
55
$289K 0.19%
10,866
56
$282K 0.19%
3,109
-36
57
$272K 0.18%
2,785
-990
58
$266K 0.18%
2,580
-940
59
$258K 0.17%
+4,937
60
$237K 0.16%
+738
61
$219K 0.14%
+3,818
62
$210K 0.14%
+4,195
63
$207K 0.14%
+977
64
– –
-6,734
1 2
3