SRWM

Shira Ridge Wealth Management Portfolio holdings

AUM $236M
1-Year Est. Return 15.53%
This Quarter Est. Return
1 Year Est. Return
+15.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$951K
2
+$387K
3
+$269K
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$262K
5
MRVL icon
Marvell Technology
MRVL
+$210K

Top Sells

1
+$968K
2
+$945K
3
+$383K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$305K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$253K

Sector Composition

1 Technology 5.67%
2 Communication Services 2.71%
3 Real Estate 1.23%
4 Industrials 1.22%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$398K 0.25%
13,866
+3,000
52
$377K 0.24%
6,593
-1,259
53
$364K 0.23%
21,114
54
$358K 0.22%
19,475
-255
55
$332K 0.21%
1,156
+179
56
$323K 0.2%
2,480
-100
57
$311K 0.19%
6,005
+1,068
58
$304K 0.19%
3,109
59
$274K 0.17%
2,608
-177
60
$269K 0.17%
729
-9
61
$237K 0.15%
4,535
+340
62
$210K 0.13%
+3,510
63
$207K 0.13%
+693
64
$205K 0.13%
2,823
-13,301
65
$204K 0.13%
+8,418
66
– –
-3,818
1 2
3